From the Third parties > Suppliers list, New button at the top right.
"Individual or business?" panel
| Field | Description |
|---|---|
| Type | Individual or Business. Triggers the VAT / certificate automations described above. |
| Category | Supplier category (optional). |
"Identifiers" panel
| Field | Description |
|---|---|
| Main email address. Must be unique in the records. |
"Business" panel (if Type = Business)
| Field | Description |
|---|---|
| Company | Company name. Required. |
| Business registration number | Required if the supplier is French. |
| EU VAT number | The supplier's VAT number. |
"Contact" panel
| Field | Description |
|---|---|
| Title | Mr, Mrs, etc. Required for an individual (appears on the transfer certificate). |
| Last name / First name | Name of the contact or of the individual seller. Required for an individual; recommended for a business. |
| Phone number | Main phone number. |
| Facebook / Instagram profile | Links to social profiles (useful for identifying an individual reseller). |
| Date of first contact | Date you started working with this supplier. |
| Date of birth | Optional. |
"Address" panel
At creation, the main address is entered. It is used both for billing and delivery:
| Field | Description |
|---|---|
| Label | Internal name for the address (e.g. "Home", "Shop"). |
| Address | Main address. Required. |
| Address (cont.) | Additional details. |
| Postal code | Postal code. Required. |
| City | City. Required. |
| Country | Country (selected from the list). Required. |
"Status" panel
- Activation — Enabled / Disabled toggle. Enabled by default.
Save buttons
- Create — Creates it and stays on the record so you can view its address, information…
- Create and go back — Creates it and returns to the list.
- Create and new — Creates it and opens a new blank form (for entering several in a row).