How to Add a new Supplier on ProcureHQ

  1. Firstly, go to the admin panel and find a user to Impersonate
  2. Click on ‘settings’ and go to set up’. 
  3. Then go to ‘Supplier Configuration and find the new supplier you want to add, then press ‘+ Add Supplier
  4. After, a green section will pop up at the top of the screen to show if this supplier had been added. Then click ‘return to dashboard’. 
  5. Step 2 is configuring the supplier; firstly go to ‘supplier management and scroll down to the bottom of the screen, and scroll across to the right, and click ‘configure.
  6. Scroll down to ‘Accounting Configuration’ and under ‘Vendor’ search the supplier you are adding. 

6a. Then on ‘Category change this to ‘5000

Press Modify.