Creating a New Supplier

This article outlines the process of Adding a New Supplier to JobReady Live.

  1. Under 'Finance'  on the left hand side of the landing page select 'New Supplier' 
    Screen_Shot_2020-06-17_at_12.07.00_pm.png
  2. The New Supplier window will appear.
    Account Manager - Who is in charge of the account. Select from the dropdown
    Site - The site the supplier is related to. Select from the dropdown
    Active - Is this supplier Active? If yes, check the box
    ABN - Search and apply the correlating number
    Trading Name - The name the supplier trades as
    Legal Name - The name the company is legally registered as
    ANSIC - select the related industry from the dropdown
    Note: Fill out the details ensuring you compete the fields marked with an asterix  
    Screen_Shot_2020-06-17_at_12.07.30_pm.png
  3. Please select one or neither of the following should you wish to pre-fill further expense forms from this supplier
    Default Own Organisation - Tick to select your organisation pre-fill when creating an expense
    Default Related Entity -Tick to per-fill a related entity when creating expense for this supplier
    Screen_Shot_2020-06-17_at_12.18.33_pm.png

When the relevant fields have been completed please select 'Save Supplier'

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The supplier will now be saved in JobReady Live and ready for you to action as necessary.

 

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