Step 1: Navigate to Products
Log in to your Pabau account and navigate to "Stock" in the left sidebar menu, then click on "Products".
Step 2: Switch to the Suppliers Tab
Switch to the "Supplier" tab at the top of the screen, then click on "New Supplier" in the top right corner of the screen.
Step 3: Input Supplier Details
In the "Create Supplier" page, input the supplier's details. Note that the name and account number are mandatory fields. Additionally, enter the supplier's contact information, especially their email address, if you plan to place orders through Pabau. When you place an order from the Orders page (Stock > Orders), Pabau can email the purchase order straight to the supplier using the email address on file.
Step 4: Associate Supplier with Products
After creating the supplier, associate it with the products you purchase from them. To do so, switch back to the "Products" tab.
Click on the product you purchase from the recently created supplier.
In the General tab, scroll to the "Supplier & integrations" section and select the supplier from the dropdown list that opens after clicking on the "Supplier name" field.
Now you've successfully created a supplier and associated it with specific products. When you build an order on the Orders page (Stock > Orders), your cart is grouped by supplier, and placing the order automatically creates one purchase order for each supplier.
TIP: You can also create a supplier while building an order. If a product in your cart has no supplier, Pabau will ask you to assign one before you can review the order. Pick an existing supplier or choose "+ Create new supplier…" to add one on the spot. The supplier you choose is saved on the product for all future orders.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Products and Stock article for a more in-depth exploration of this topic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.