1.

1 Suppliers Management

1.1.1 How to create a new Supplier

We can create a new supplier on the Third Parties module. On the right bar choose the option
New Supplier.


Such as the Costumer creation, a blank page appears where we can insert the data of the new
entity to be created.
However, unlike customers who may be individuals or a company, to create a new supplier
choose the option Company/Foundation and on the Supplier box it should be chosen Yes
to indicate that the new entity is a supplier and not a costumer.



Like before, after insert the data of the new supplier, his card is created.




1.1.2 Supplier Order
Dolibarr allows make orders to existing suppliers. For that, is necessary go to Commercial
Module and, on the right bar, choose the topic New Order on the Suppliers order box. There,
is possible to choose a supplier from the base of contacts created earlier. On the supplier card,
choose the option Supplier on the top.



It is also possible to access the supplier base through the module Third Parties, choosing the
options List of Suppliers on the right bar.

After choose the supplier, bellow the card there is the option Add Order where is possible to
make an order to the chosen supplier.

Now, its possible to choose the product to order and the quantity required.



To proceed with the operation, its necessary to validate the order and then choose decide
accept, refuse or delete it.

1.1.3 Process suppliers orders and create invoices

After validate the order its possible choose the order method (by mail, fax, Phone) and get
corresponding PDF document ordering.

Its possible to create an invoice, choosing the corresponding date.



After pressing the button Create draft appears a menu where the validate option allows finish
the process of creating invoice in order to create the final document. The invoices documents
are named by CF+reference.













To proceed, its needed to press the Do payment button and choose Payment type and the
account where the money are from.


On the down right side, on Receive box, its possible to choose the delivery date and method.


After clicking the Receive button, the order is complete.

1.1.4 Process shipments and manage stocks
Then, still on the card supplier, choose the supplier option on the top of the card and view the
latest order.

Choose the Stock Dispatching option. Insert the warehouse and the amount to send.

Then, click on the warehouse name and there, its possible see the last products transactions.