How to Create a New Supplier in POSaBIT
Suppliers are the companies that you purchase all of your products from/through. Depending on which product you receive from a supplier depends on how that supplier will be created within POSaBIT. Use suppliers to avoid accepting wrong products through manifests as well as track velocity and other reorder metrics.
For states that use an STS system, you will be able to automatically pull suppliers into POSaBIT using the "Sync" button found on the suppliers page. However, if you are accepting paraphernalia products from a non-marijuana supplier or live in a state that doesn't use a STS system you will need to generate these suppliers manually.
Learn how to create new suppliers below:
- Login to the POSaBIT POS portal
- Select the "Suppliers" page from the Inventory drop-down found at the top of the page
- Press the blue button labeled "New Supplier" found on the right-hand side of the supplier's page
- Fill out the following information about the new supplier:
- Name: Name of the supplier
- License Number: Suppliers license number, ignore for paraphernalia suppliers
- in-active flag: If checked this supplier will be in-active and hidden from manifests
- Velocity: Ignore this field, this will be automatically generated based on sales + manifest data
- Manifest Freq in Days: Ignore this field, this will be automatically generated based on sales + manifest data
- Telephone Number: Suppliers phone number
- Email: The supplier's email (this will auto-fill when dealing with manifests)
- Address: The supplier's address
- City: The city the supplier is located in
- State: The state the supplier is located in
- ZIP: The supplier's ZIP code
- Notes: An optional notes field to add any notes on the supplier
- Finally, press the blue "Save" button to create the new supplier profile.
For additional assistance please reach out to POSaBIT support @ 1 (855) POSaBIT OR SUPPORT@POSaBIT.COM
