Create a Supplier

Guide to managing suppliers in Plexa Dashboard: Learn to create suppliers individually or import in bulk. Enhance supplier management efficiently, saving time and reducing procurement errors.

Step By Step Guide

1. Click "Finance" On the Plexa Dashboard

2. Click "PO Book" Icon

3. Click "+ CREATE PO FOR SUPPLIER"

4. Click "Supplier Name" to create a PO for an existing supplier

5. Click "+ADD SUPPLIER" to add a single supplier

6. Complete the Supplier Details section to add a new single supplier.

7. Alternatively, to bulk import suppliers click the Supplier Database icon.

8. Click "IMPORT FROM EXCEL"

9. Download and complete the Supplier Database template.

10. When completed, save the excel on your desktop and click to upload in the "Drag and drop" space

Video Tutorial

For a visual guide, please watch the tutorial below