Learn how to create, manage, and organize your supplier database in ServX Pro.
Creating a Supplier
- Navigate to Procurement → Suppliers
- Click "New Supplier"
- Enter supplier name and code
- Add contact information (email, phone)
- Enter address details
- Set payment terms and currency
- Add tax registration number if applicable
- Click "Save" to create the supplier
Supplier Information Fields
Basic Information
- Supplier Name - Company name
- Supplier Code - Unique identifier
- Email - Primary contact
- Phone - Contact number
Address
- Street - Address line
- City - City name
- State/Province - Region
- Country - Nation
Financial
- Payment Terms - Net 30, COD, etc.
- Currency - Transaction currency
- Tax Number - VAT/GST registration
- Bank Details - Payment info
Contacts
- Contact Name - Representative
- Contact Type - Sales, Support
- Direct Phone - Extension
- Department - Area of responsibility
Supplier Products
Link products to suppliers to track where you purchase items:
- Associate products with their suppliers
- Set supplier-specific pricing and SKUs
- Track lead times per supplier
- Compare pricing across multiple suppliers
Tips
- Keep supplier contact information up to date
- Document payment terms clearly for AP reference
- Link products to multiple suppliers for backup sourcing