Steps

Add a supplier in XSiteIO

1. 1
   Go to [Price Book] > [Inventory] > [Suppliers].
2. 2
   Click the [+] icon in the top-left corner.
3. 3
   Review the auto-generated Supplier ID.
4. 4
   Enter the Supplier Name next to the ID.
5. 5
   Enter the Account Number.
6. 6
   Enter the Primary Contact name.
7. 7
   Enter the Phone Number.
8. 8
   Enter any other relevant supplier details.
9. 9
   Click [Add] to save the supplier.

Add a supplier in XSite Classic

1. 1
   Go to [Administration] > [Suppliers].
2. 2
   Review the auto-generated Supplier ID at the top of the screen.
3. 3
   Enter the Supplier Name next to the ID.
4. 4
   Enter the Account Number.
5. 5
   Enter the Primary Contact name.
6. 6
   Enter the Phone Number.
7. 7
   Enter any other important supplier details.
8. 8
   Click [Add] to save the supplier.

Tips & Warnings

• Supplier IDs are created automatically and cannot be changed after saving.
• Make sure the supplier name matches your invoices to avoid ordering confusion.
• Missing contact details can slow down ordering and issue resolution. Fill in as much as possible.
• If the supplier does not appear after saving, confirm you clicked [Add] before leaving the page.