Suppliers in Expandly

Suppliers in Expandly

Overview

If you are wishing to associate Supplier information to your ASNs, when creating these in Expandly, you will need to create the Suppliers in Expandly, to make sure that these available from the drop-down to select. 
In this guide, we will explain how you can add and manage Suppliers within your Expandly portal. 

Adding Suppliers to Expandly

1. Click Purchase Orders (left menu)>Suppliers
2. On your Manage Suppliers page, click Add Supplier and from the drop-down, you can:
Add Manually - add suppliers to Expandly one-by-one
Upload Via CSV - add suppliers in bulk to Expandly, via a CSV upload

Adding Suppliers manually to Expandly

1. On your Add Supplier page, enter all required Supplier information. This includes:

Supplier Details

Supplier Name
Supplier Phone Number
Supplier Email Address 

Supplier Address Details

Contact Name
Business Name (if applicable) 
Address Type - from the drop-down select the applicable address type: 
Address - please ensure to include complete address information including 1st/2nd line of the address, Town/City, Post/Zip Code/ County & Country
2. Once all information has been added, click  (top right) 

Adding Suppliers to Expandly via a CSV upload

1. On your Upload Supplier via CSV page, click  to download the file
2. Open the sample file, and add all Supplier information to the CSV. Once done, save your changes
3. On Expandly, on your Upload Supplier via CSV page, you can either Drag and Drop the saved file to Expandly, or alternatively click  to add the customer file 
4. Once the file is in your Upload Queue, click  to upload the file. This will then be added to a queue to create the suppliers in your account

Viewing Suppliers in Expandly

1. Click Purchase Orders (left menu)>Suppliers
2. On your Manage Suppliers, you can view all Suppliers that have previously been added to Expandly

3. You can use the Search Bar or available filters, to refine your searches and return specific supplier results (if needed)

Editing Suppliers in Expandly

1. Click Purchase Orders (left menu)>Suppliers
2. On your Manage Suppliers page, click  within the Edit column
3. On your Edit Suppliers page, make the necessary changes and click  (top right) 

Deleting Suppliers in Expandly

1. Click Purchase Orders (left menu)>Suppliers
2. On your Manage Suppliers page, click within the Delete column

Need more help? 

If you need more help, no problem! Contact Us and we'll be happy to help! 

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