Suppliers are a representation of a seller of ingredients and supplies. To receive items into Clover Sport inventory via a Purchase Order, at least one Supplier has to exist.
Create Suppliers
To create a Supplier,
- Navigate to Configuration > Inventory Configuration > Suppliers. Existing Suppliers are listed to the left.
2. On the right side, you will see the New Supplier window. Fill out the information on the right to create a new Supplier.
Suppliers must have the following information before you can create it:
- Supplier Name - The name of the supplier as it will appear in Clover Sport Manager. (Name shown on purchase orders)
- Contact Name - Supplier contact name
- Address Line 1 - The address shown on purchase orders. This must include City, State, Zip Code
- Phone - Phone number of the supplier contact
The following fields are optional:
- Address Line 2
- Fax number - supplier's fax number
- Email - contact's email
3. Once finished, click Create Supplier. If making edits to an existing supplier, click Update Supplier.
Import Suppliers (deprecated feature)
Please note: The Importing Suppliers feature has been deprecated. Please create each supplier individually in the steps outlined in the previous section.
Suppliers can be imported via an Excel spreadsheet.
To import a list of suppliers click the Import Suppliers button.
Download the template by clicking on the View Sample Import Template. You can fill the file out with your supplier's information. It is important that you do NOT modify the column headers. Failure to leave the column headers as-is from the sample import template will result in errors when trying to import the file.
Example of the template shown above.
Fill out the Supplier Name, Address, and Contact Info. Once finished, save and name the file.
Once you have your spreadsheet is filled out, you can click the Choose File button and open it.
Click the Import button, and verify that all imported suppliers appear.