1. Log into your ERPNext account
2. Got to Accounting and click on Supplier
A. Creating a New Supplier
9. Add an Address by clicking on ‘New Address’ . Enter the following information:
*Required fields
10. Click on ‘Save to save your changes.’
Add a Contact by clicking on ‘New Contact’ . Enter the following information:
*Required fields
11. Click on ‘Save to save your changes.’
12. Scroll down to ‘Credit Limit’
13. Select the Payment Terms template. If Payment Term is not listed in the dropdown, click on ‘Create a new Payment Terms Template’.
13.1 To create a new payment term template, Enter the following information:
*Required fields
14. Click on ‘Save to save your changes for Credit Limit
B. View a Supplier
Search results will be shown on the list. Click on the supplier name to view the full details.
2. Alternatively, you can also search for a customer via the Search Bar
C. Edit a Supplier
To edit the supplier’s address and contact, select the address or contact which you would like to update and change as per steps in ‘Create a New Supplier’