How do I add a supplier?
Add supplier details in XSite so you can track orders and manage inventory more efficiently.
Introduction
Adding suppliers in XSite helps you keep track of where your products come from and makes ordering faster and easier. This guide walks you through how to add a new supplier in both XSiteIO and XSite Classic.
Adding a Supplier in XSiteIO
- From the left-side menu, go to ‘Price Book’ > ‘Inventory’ > ‘Suppliers’.
- Click the ‘+’ icon in the top-left corner to start a new supplier entry.
- XSite will automatically create a unique Supplier ID for you.
- Enter the supplier’s name next to the ID.
- Fill in the other details:
- Account Number
- Primary Contact
- Phone Number
- Any other relevant information
- Click the ‘Add’ button on the right to save the new supplier.
Adding a Supplier in XSite Classic
- From the left-side menu, go to ‘Administration’ > ‘Suppliers’.
- A unique Supplier ID will be created automatically at the top of the screen.
- Next to the ID, enter the supplier’s name.
- Fill out the rest of the fields:
- Account Number
- Primary Contact
- Phone Number
- Any other important details
- Click the ‘Add’ button on the right to save the new supplier.