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How to create a new supplier

There are two methods to creating a supplier in Rackbeat, either manually or via an import. In the guide below you will be shown how to create one manually.

Important to know before creating new suppliers in Rackbeat

Before you can create a new supplier, it is mandatory to create a ''Supplier group'' since this needs to be connected to your supplier.

If you need help with how to create supplier groups, you can follow our guide: ''How to create a supplier group''

You can manually create your suppliers in Rackbeat, please see below for how to do this:

Manual creation of supplier

  1. Select "Purchasing" in the top bar in Rackbeat
  2. Click on "Suppliers" in the menu to see excisting suppliers or to create new ones.
  3. Click on "Create new" in the upper right corner to start creating a new supplier.
  4. Fill in all the  necessary information on the supplier.

     

    1. The following fields are required and mandatory to fill out:

      • Supplier number: The unique identifier for the supplier. Must be an integer.
      • VAT zone: Specifies the supplier’s VAT zone.
      • Supplier name: The name of the supplier.
      • Group: Specifies which supplier group the supplier belongs to.
      • Payment term: Defines the default payment terms for the supplier.
      • Language: Specifies the language used by the supplier.
      • Default currency: Defines the default currency for the supplier.
      Optional Fields

      The following fields are not mandatory but may be completed if needed:

      • VAT number: Supplier’s business registration number.
      • Markup for the supplier's cost price(%): A percentage added to product cost during goods receipt or production. For example, entering 10 with a cost price of 100 will result in a posted cost of 110.
      • Delivery terms: Defines the applicable delivery conditions.
      • Expected delivery time (in days): Estimated delivery time in days.
      • Status: Indicates whether the supplier is Open or barred. Barred suppliers cannot be used for purchases.
      • Phone: Supplier’s phone number.
      • E-mail: Supplier’s e-mail address.
      • Our reference: Internal contact person within your company.
      • Layout: Defines the PDF layout used for documents to and from the supplier.
      • Address (street): Supplier’s street address.
      • Address line 2 (street 2): Additional address information.
      • Postcode: Supplier’s postal code.
      • City: Supplier’s city.
      • Country: Supplier’s country.
      • Payment types: Default payment method for the supplier.
      • Bank account: Supplier’s bank account information.

       

  5. Create and safe: Once you have entered all relevant information, click “Create supplier” to complete the setup.


If you wish to create suppliers in bulk via import, please refer to our guide: ''How to import supplier data''. This guide will also show you how to update existing suppliers via an import. 

FAQ

What is the difference between the payment types?

You can read more about the different payment types here: Payment Types in Rackbeat