Contacts - Supplier Records

Quick Find:-

To add a new supplier click on the Add Supplier button in the top right of the screen.

Note: the new supplier name MUST BE UNIQUE

To open an existing record simply click on the supplier name in the supplier name column of the grid

This must be unique and may contain alpha-numeric characters

Use the Drop down box to select from:

SubContractor For example an outside firm that you subcontract work out to, or a Owner Driver that you pay / Job
Employee This could be an employee of your company or an employee of one of your subcontractors
CX Member A Courier Exchange Supplier that you give work to
PDA If you wish to set up a specific device for Journease Mobile irrespective of the driver

NOTE:

SubContractors and Employees MUST be set up before you can use them on a Job.

CX Members can be assigned to a Job through the CX integration and a Supplier Record will be automatically set up for them

Address Line 1
Postcode - Once geocoded will automatically fill in the City (NOTE: If postcode cannot be Geocoded then you will not be able to route to/from this address)

If using SAGE as a third party accounts package this will need to be set to match the Sage Department Code for suppliers, otherwise set it to 1