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Supplier cards

Manage suppliers within CostPocket - add new suppliers, edit and delete existing suppliers. 

Supplier cards

You can see a list of suppliers digitised in your organization’s documents by going to Settings -> Accounting configuration -> Suppliers.

Here you can also edit, delete existing suppliers and add new suppliers.

Suppliers in document view

In mobile app

To edit an existing supplier or the data that has been recognized, in the Supplier field click Edit -> edit the necessary information -> Save. The supplier information will be updated in the document.

To add a new supplier in case it has not been recognized, in the Supplier field click "+ Add" -> either search for the supplier or enter the supplier information -> + Add

In Cloud environment

Supplier information will show on the right side of the document as per usual. 

To EDIT an existing supplier or the data that has been recognized, in the Supplier field click Edit -> edit the necessary information -> Save. The supplier information will be updated in the document.

To ADD a new supplier in case it has not been recognized, in the Supplier field click "+ Add" -> either search for the supplier or enter the supplier information -> + Add