This article shows you how to add a new supplier in XSite by entering supplier details and saving the supplier record so you can ensure supplier information is accurately recorded and products can be tracked and ordered reliably.

Before you begin

• You must have access to the Suppliers section in XSite.
• If you do not see this option, your user permissions may be limited.

Steps

Add a supplier in XSiteIO

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

Add a supplier in XSite Classic

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

Tips & Warnings

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