{"id":5246,"date":"2019-06-26T13:21:45","date_gmt":"2019-06-26T13:21:45","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d9%85%d9%88%d8%b1%d8%af-%d8%ac%d8%af%d9%8a%d8%af\/"},"modified":"2026-10-19T12:10:26","modified_gmt":"2026-10-19T12:10:26","slug":"adding-a-new-supplier","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-new-supplier\/","title":{"rendered":"Adding a New Supplier"},"content":{"rendered":"
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This guide explains how to add a new supplier, all the fields of the supplier form, and how to edit the sequence of the Supplier Number (supplier code)<\/strong>.<\/p>\n

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Note:<\/strong> You need the permission to add suppliers.<\/p>\n<\/div>\n

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Contents<\/p>\n

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  1. Steps to add a supplier<\/strong><\/a><\/li>\n
  2. Supplier Details<\/strong><\/a><\/li>\n
  3. Account Details<\/strong><\/a><\/li>\n
  4. Supplier Number (supplier code) and editing its sequence<\/strong><\/a><\/li>\n
  5. Opening balance<\/strong><\/a><\/li>\n
  6. After saving the supplier<\/strong><\/a><\/li>\n
  7. FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Steps to add a supplier<\/h2>\n
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    1. From the main menu, click Purchases<\/strong>, then Suppliers<\/strong><\/a>.<\/li>\n
    2. Click New Supplier<\/strong><\/a>.<\/li>\n
    3. Enter the supplier details and account details as described in the tables below.<\/li>\n
    4. Click Save<\/strong>. The message Supplier has been saved<\/strong> appears.<\/li>\n<\/ol>\n

      You can also quickly add a supplier while creating a purchase invoice, using the New Supplier<\/strong> button next to the supplier field.<\/p>\n

      Supplier Details<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n
      Field<\/th>\nDescription<\/th>\n<\/tr>\n
      Business Name<\/strong> (required)<\/td>\nThe supplier’s name as it appears in transactions and reports.<\/td>\n<\/tr>\n
      First Name<\/strong> \/ Last Name<\/strong><\/td>\nThe name of the contact person at the supplier.<\/td>\n<\/tr>\n
      Telephone<\/strong> \/ Mobile<\/strong><\/td>\nContact numbers.<\/td>\n<\/tr>\n
      Address<\/td>\nStreet Address 1<\/strong>, Street Address 2<\/strong>, City<\/strong>, State<\/strong> and Postal Code<\/strong>. In Saudi accounts, the national address appears instead: Building No.<\/strong>, Street Name<\/strong>, Secondary No.<\/strong>, District<\/strong>, City<\/strong>, Postal Code<\/strong> and Short Address<\/strong>.<\/td>\n<\/tr>\n
      Country<\/strong><\/td>\nThe supplier’s country (your account’s country by default).<\/td>\n<\/tr>\n
      Tax number \/ commercial registration<\/td>\nThese appear based on the supplier’s country and are optional (for example, VAT Number<\/strong> and C.R<\/strong> for Saudi Arabia). The supplier’s tax number appears in the tax report.<\/td>\n<\/tr>\n
      Add Secondary Address<\/strong><\/td>\nAnother address for the supplier.<\/td>\n<\/tr>\n
      Add Contact<\/strong><\/td>\nAdd other people at the supplier with their name, email, telephone and mobile.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Account Details<\/h2>\n\n\n\n\n\n\n\n\n\n\n
      Field<\/th>\nDescription<\/th>\n<\/tr>\n
      Supplier Number<\/strong><\/td>\nThe supplier code. It’s filled in automatically with the next number in the sequence. Details<\/strong><\/a>.<\/td>\n<\/tr>\n
      Currency<\/strong><\/td>\nThe default currency for the supplier’s transactions (your account’s currency by default).<\/td>\n<\/tr>\n
      Opening Balance<\/strong> \/ Opening Balance Date<\/strong><\/td>\nThe amount owed to the supplier when you start working on the system. Details<\/strong><\/a>.<\/td>\n<\/tr>\n
      Email<\/strong><\/td>\nOptional. It can’t be repeated for two suppliers in the same branch (Email already exists<\/strong>).<\/td>\n<\/tr>\n
      Notes<\/strong> and attachments<\/td>\nThe supplier’s notes and documents (such as the contract or commercial registration).<\/td>\n<\/tr>\n
      Account<\/strong><\/td>\nAppears if supplier account routing is set to Specify per Each<\/strong>, so you can choose the supplier’s account in the chart of accounts instead of having one created automatically.<\/td>\n<\/tr>\n
      Tags<\/strong> and additional fields<\/td>\nClassify the supplier, and fill in any additional fields you defined for suppliers.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Supplier Number (supplier code) and editing its sequence<\/h2>\n

      The Supplier Number<\/strong> is the same as the supplier code<\/strong>: a serial number that identifies each supplier, and it appears in the suppliers list, the statement and reports.<\/p>\n

      How does the number work?<\/h3>\n