A supplier is a party from whom items can be purchased or rented.
In addition, services can be assigned to one or more suppliers. If desired, the suppliers can be linked to another ERP or financial software system, so that the same data can be used.
Opening the supplier overview
To open the overview of your suppliers within RentMagic:
- In the main menu, navigate to Relations > General Information > Suppliers.
The overview of suppliers will now open.
- Use the filter to search for a specific supplier by name or keyword.
Adding a new supplier
To create a new supplier, follow these steps:
- From the overview, click on New in the action bar.
The details form for creating a new supplier is displayed. This information corresponds to the General tab for an existing supplier.
- Please fill in all fields as completely as possible. See the General tab for more information about the fields.
- Click Save in the action bar. The other tabs will also appear. Go through them all to make the supplier information as accurate as possible.
In each tab you can open the manual separately.
Adjusting a supplier
To make an adjustment to an existing supplier, follow these steps:
- Use the filter to insert keywords and look for a specific supplier.
- Double-click the desired supplier in the list of results.
The General tab will be openend, containing the information regarding the selected supplier.
- Select the tab you wish to adjust.
- Make any desired adjustments and check the information for correctness.
- On the action bar, click Save. Any changes to the suppliers' information will take effect immediately.
Removing a supplier
If you are no longer doing business with a supplier, it is possible to remove his records from RentMagic. Please make sure to update the items that are still linked to the supplier, so they can be purchased from another supplier if applicable. This also applies to hiring and services.
To remove a supplier, follow these steps:
- Use the filter to insert keywords and look for the supplier you wish to remove.
- Double-click the desired supplier in the list of results.
- Click Delete in the action bar.
- Confirm the notification.
- Close or refresh any modules or overviews that are still opened.