Managing Suppliers

Managing Suppliers

Managing Suppliers

Overview

In this guide, we will show you how to add, view, edit and delete Suppliers in Expandly. 

Adding a new Supplier manually

1. Click Purchase Orders (left menu) and then click Suppliers

mceclip0.png

2. On the Manage Suppliers page, click mceclip1.png and from the drop-down, select mceclip2.png

3. On the Add Supplier page, add both Supplier Details and Address Details

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4. Click mceclip3.png (bottom right), when finished. 

Adding a Supplier via CSV

Before attempting to add Suppliers via CSV, you will be required to create a Supplier CSV on your Expandly account. This can be done via your Settings>Template Designer page. 

1. Click Purchase Orders (left menu) and then click Suppliers

2. On the Manage Suppliers page, click mceclip1.png and from the drop-down, select mceclip6.png

3. On the Upload Supplier page, once you have completed all required information on your Supplier CSV spreadsheet file, either drag and drop your spreadsheet into the Drop Zone, or manually select the file by clicking mceclip8.png

mceclip7.png

4. Click mceclip10.png and wait for confirmation that the upload was successful. 

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Viewing Suppliers

1. Click Purchase Orders (left menu) and then click Suppliers

2. On your Manage Suppliers page you can view any Suppliers that have been added to Expandly. You can also use the filters (top left) to search by Supplier name, details, country or address.

Editing or Deleting a Supplier

1. Click Purchase Orders (left menu) and then click Suppliers

2. On your Manage Suppliers page, find the Supplier you want to edit/delete

3. Click the edit mceclip11.png icon to edit

4. Click the delete mceclip12.png icon to delete

Editing or Deleting Suppliers in bulk

1. Click Purchase Orders (left menu) and then click Suppliers

2. On your Manage Suppliers page, find the Suppliers you want to edit/delete and select using the tick box on the left hand side

3. Click mceclip13.png and then click mceclip14.png to remove selected Suppliers from Expandly, or mceclip15.pngto edit

4. If editing in bulk, please see 'Adding a Supplier via CSV' section of this guide, for instructions on how to reimport changes made to your Supplier, back into Expandly. 

Need more help? 

If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.

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