Add a Supplier

1. The user can add a supplier by accessing the Suppliers List Screen from two entry points.
   1. From the EMR Admin, click on “Suppliers” under “Products & Inventory.”
      
   2. From the Left Navigation, open the “EMR Admin” dropdown menu, select “Products & Inventory,’’ and then choose “Suppliers” from the subsequent dropdown menu. Alternatively, you can type “Suppliers” into the search bar in the Left Navigation.
2. To add a new supplier, click "New Supplier" in the top right corner of the screen.
3. The Add New Supplier form has three sections. Begin by filling in all the required information.
   1. In the first section, enter the supplier's details, including Supplier Name, Sold-to Account Number, Email, Address, City, State, Country, and Zip Code.
      Note: The ‘’Sold-to Account Number’’ is a unique ID assigned to the Med SPA by the supplier to track sales, orders, and transactions. When adding a new supplier in the portal, the Med SPA needs to enter this number to ensure accurate billing and order processing. If unavailable, the Med SPA should request it from the supplier.
   2. In the second section, enter the contact person's details, including First Name, Last Name, Email, and Phone Number.
      
   3. In the final section, enter the order details, including Distributor Name, Ordering Phone, and Ordering URL.
      Note: The ‘’Ordering Phone Number’’ is the contact phone number designated for placing orders with the distributor. It ensures that Med SPAs can directly reach the supplier for inquiries, order placement, or assistance. The ‘’Ordering URL’’ is the website link or online portal where orders can be placed with the distributor. It allows Med SPAs to submit purchase requests electronically, track shipments, and manage orders efficiently.
   4. To ship directly to the account number, check the box. This will open tabs where you can enter the account number for each location receiving the order. Specify the desired shipping location(s) by entering the account number. Once you have entered all the required details, click “Create Supplier” to save the information.
      
      The supplier has been added successfully!

View a Supplier

4. On the Suppliers List Screen, click the three dots under the action column next to the specific supplier and select '’View,” or simply click anywhere on the supplier’s data.
   
5. The Supplier View Screen will open, displaying all the details of the supplier.

Edit a Supplier

6. There are two ways to edit an existing supplier.
   1. From the suppliers list, click on three dots under the action column and select "Edit" for the specific supplier.
      
   2. On the View Supplier Screen, click on the ‘’Edit Supplier’’ button on the top right corner of the screen.
7. Make the necessary changes and click "Update Supplier" to save your updates.The supplier has been successfully edited!