Creating new suppliers/customers in the system

With the system, you can easily create new suppliers/customers in the organization.

How does it work?

• Each company has a unique link that can be sent to the new employee/supplier/customer, or simply placed on the organization’s website
• Clicking the link opens a supplier/customer creation form
• After the form is filled out, the supplier/customer is created in the system

Notes:

• If you don’t want the supplier to be available for use immediately, you can define an approval workflow for each supplier/customer creation, so the supplier/customer can only be used in the system once the workflow is completed
• Accounting is asked to provide the classification code and account range under which the new suppliers/customers should be opened
• Note that no accounts should be opened in the books with a key in the allocated range
• The list of newly created suppliers/customers can be sent to Accounting via an interface file (hesh.in)
• In the supplier creation form, you can define which fields are mandatory and which are optional
• In the supplier/customer creation form, you can define fields that will hold files (bookkeeping certificate, etc.)
• After the supplier is created, the form data that was filled in will be associated with the created supplier/customer

If you would like to receive the link, please open a ticket in our support center.