In retail, managing suppliers is crucial for ensuring you always have stock available to meet customer demand. Setting up your suppliers in Posterita allows you to easily create purchase orders and keep your inventory levels up to date, helping you streamline procurement processes and reduce stock shortages that can affect sales. The Supplier Management features enable you to add, deactivate, or delete supplier profiles, and keep track of transactions. Posterita's reporting features also help you assess your interactions with each supplier, gain insights into their product performance, and manage relationships effectively.
1. Adding New Suppliers
Creating supplier profiles in Posterita allows you to efficiently manage your supplier relationships, keep track of inventory purchases, and ensure smooth communication with your suppliers.
1.1 Access the Suppliers Menu:
In the Posterita POS Back Office, navigate to the Stock Control menu and select Suppliers.
Click to add a new supplier.
Enter the supplier’s details, such as:
1.3 Save the Supplier:
Once all details are entered, click to add the supplier to your list.
Complete Supplier Profiles: Maintaining complete and accurate supplier profiles ensures that you can easily track supplier transactions, communicate efficiently, and manage credit arrangements. Complete profiles also facilitate better reporting, audit trail maintenance, and support automatic reorders.
Centralized Supplier Information: Keeping all supplier information updated and in one place helps streamline purchasing and ensures that order information is accurate, thereby reducing the likelihood of errors and delays.
If you no longer work with a supplier, you may need to deactivate or delete them from your list. Deactivating allows you to retain their details for historical reference, whereas deleting is suitable for suppliers without any transactions.
2.1 Access the Suppliers Menu:
In the Posterita POS Back Office, navigate to the Supplier Menu.
Find the supplier you wish to deactivate or delete, and click on their name to open their details.
Deactivating keeps their details in the system but removes them from the active list:
Note: Deleting a supplier is only possible if there are no transactions or outstanding purchase orders with them.
To delete a supplier with no associated transactions:
Deactivating vs. Deleting: Deactivating is useful if the supplier might be needed again in the future or if their details are required for historical records. Deleting should be reserved for suppliers with no transaction history.
Audit Trail Considerations: To maintain accurate financial and historical records, it is recommended to deactivate rather than delete suppliers who have been involved in transactions. Deactivating a supplier keeps their records intact for auditing and future reference.