Create a supplier
Overview
This flow describes how to add a new supplier in Care. After you create the supplier, you can select it as the vendor on a purchase order.
Pre-requisites
- You have the permission listed below.
Permissions
| Permission | Access |
|---|---|
| Can Create Organizations | Lets you add a new organization. |
Note: A supplier has no parent organization. Care lets only a super administrator create an organization that has no parent. Ask your super administrator to add the supplier.
Steps
1. Open the Suppliers list
Open the Admin sidebar. Select Organizations. Select Suppliers.
2. Start a new supplier
Click Add Organization. Care opens a sheet with the title Create Department/Team. Care uses this title for all organization types.
3. Complete the form
Enter the supplier details.
| Components | What it captures |
|---|---|
| Name | The supplier's or vendor's name. Required. |
| Description | Extra detail about the supplier. Optional. |
Note: The field hints on this sheet also use department and team wording.
4. Submit the form
Click Create Organization. To close the sheet without saving, press Escape.
Expected Outcome
- Care shows the message Organization created successfully.
- The supplier shows in the Suppliers list.
- You can select the supplier as the Vendor/Distributor when you create a purchase order.
Related
Concepts:
Flows: