Please note only Administrators of an account can add suppliers, if you can not access the supplier management section you are not Administrator user and you will need to contact an account Administrator to set this up. If you are unsure who this is please contact firstname.lastname@example.org.
Note, the supplier name should be created in the Manage Supplier settings prior to bulk uploading data via the excel templates, whereby the supplier column is being mapped in order for the system to accept the upload.
Step 1: Click on the Settings icon at the top right of the screen and select Manage Settings from the drop down list.
Step 2: On the left hand side of the page please select "Manage Supplier Settings". Once on the Supplier Management screen, select the "Add New Supplier" button and fill in require fields for Supplier Name, Description, and Ref. No.
Step 3: Click on Save and the supplier will be added to the list and can be used when adding activity data manually, by single upload or by multi activity upload. Administrators can also delete and edit existing suppliers in this screen.