This guide provides instructions on adding new supplier accounts in StockLink, which is essential for managing purchase orders and stock deliveries efficiently. By setting up supplier accounts correctly, you can streamline your procurement process and ensure timely inventory replenishment.
⚠️ Important: To create a supplier, you need administrator permissions in StockLink.
Create a new supplier
Follow these steps to set up a new supplier account:
Click Stock Maintenance and select Suppliers.
Select your location.
In the supplier field, enter a unique supplier number and click Find.
Enter the supplier name and complete the address details, contact number, and other required information.
Tick In Use to activate the supplier.
Select the Products tab and tick all products available from this supplier.
Go to the Accounts tab and complete the relevant financial details.
Click Save to create the supplier.
📌 Note: Each supplier must have a unique supplier number. You cannot use a number that already exists in the system.
Configure supplier settings
After creating your supplier, you can configure additional settings in two key areas:
Details tab options
The Details tab contains operational settings for your supplier:
Purchase Order Min Spend - Set a minimum order value required by the supplier.
Allow Change Unit - Enable unit changes when entering purchase orders, deliveries, or returns.
New Delivery Requires PO - Prevent deliveries from being entered without linking to an existing purchase order.
Accounts tab options
The Accounts tab controls financial and export settings:
PO/Delivery/Return Value DP - Number of decimal places for gross/VAT/net values (recommended: 2, range: 0-12).
PO/Delivery/Return Qty DP - Number of decimal places for quantity values (recommended: 4, range: 0-12).
Export Template - Method for sending purchase orders to suppliers.
🤓 Tip: For most suppliers, select EMAIL PDF as the Export Template. This uses the supplier's email address and your location's PDF template to email purchase orders directly.
Once you've created your supplier, you can:
Create a purchase order for your new supplier.
Set up product pricing and delivery schedules.
Configure automatic ordering rules.