Suppliers are used on purchase orders as the source for where you are buying your inventory items from. You may also associate your products to specific suppliers in the Product Detail pages for your products. This is very useful for reordering and creating purchase orders.
You can access your Suppliers by clicking "Suppliers" on the home page, or by going to Purchasing > Suppliers.
From there, you can either add suppliers one-by-one or in bulk via import from a spreadsheet:
- Choose this option to import your suppliers from a spreadsheet
- Choose this option to manually create your suppliers by inputting the necessary data directly into Finale
- If you are using QuickBooks, you can export your vendor list from QuickBooks, then import them into Finale Inventory. Be sure to use separate fields for Address, City, State, Zip Code
Manually Adding Suppliers
Using the Bulk Import Tool
Add Supplier Custom Fields (OPTIONAL) - Finale allows you to create custom fields for your suppliers that can be leveraged in reports or simply within Finale itself. These fields must be created before information can be added or imported into them. For more information on adding custom fields, please check out our help video How do I create custom fields?
You can add Supplier custom fields by going to Application Settings > Purchasing and navigating down to Supplier custom fields:
These fields will automatically populate in the Suppler detail page.
Article is closed for comments.