Before raising Purchase Orders, the suppliers need to set up.
Remote Flow setup
If the login has access, navigate to Databank – Suppliers
Click on Create to open the new supplier form.
- Name field is the only required field
- The rest of the fields are optional
simPRO setup
If you need Purchase Orders to be created in simPRO, then the simPRO Vendor must be selected.
This step assumes that a simPRO integration has been setup for your account.