2 min read
In a fast-paced production environment, flexibility and efficiency in your accounting system are essential. One common scenario is needing to add a new supplier on the fly — right in the middle of drafting an order, invoice, or expense. Fortunately, Digital Paper Flow makes this process simple and intuitive. In this blog, we’ll walk you through the step-by-step process of adding a new supplier without interrupting your workflow, so you can keep things moving without delays.
There are three methods to create a new supplier while you are drafting an Order.
Autocomplete Method
1. Type in the Supplier Name.
2. The auto-complete function will attempt to find the Supplier. Click +Create Supplier From….
3. The Supplier Entry form will then appear. Enter in the Supplier details and then click Save.
Lookup Method
1. Click the Lookup Button (Magnifying Glass).
2. The Supplier Lookup will pop out, allowing you to search or edit Suppliers. Click the + (plus) icon to create a New Supplier.
3. The Supplier Entry form will then appear. Enter in the Supplier details and then click Save.
Quick Add Method (Interactive Orders Mode Only)
1. This method only works when drafting an Order using the Interactive Method by clicking on different parts of the Purchase Order Image: Drafting a PO via the Interactive Method (DPF)
2. Type in the name of the Supplier and then click the + (plus icon).
3. A popup will appear asking if you wish to add a new Supplier. Click Yes.
4. A new popup window will then appear allowing you to enter in basic supplier details. Once completed click the Save button.
Adding a new supplier mid-draft doesn’t have to be a disruption. With DPF’s built-in functionality, you can easily expand your supplier list while staying focused on the task at hand. By following the steps outlined above, you’ll save time, reduce errors, and maintain accurate records — all without breaking your flow. Keep an eye out for more quick tips and practical guides designed to help you get the most out of Digital Paper Flow.
