How to Add Suppliers

Adding a New Supplier #

To add a new supplier in Lutrack Inventory, follow these steps:

1. Navigate to Parties.
2. Click on Suppliers.
3. Click on the Add New Supplier button.
4. Fill in the supplier details:
   • Profile Image: Upload a profile image for the supplier if desired.
   • Warehouse: Select the warehouse associated with the supplier.
   • Name: Enter the supplier’s name.
   • Phone Number: Enter the supplier’s phone number.
   • Email: Enter the supplier’s email address.
   • Status: Set the status of the supplier (e.g., Enabled).
   • Password: Set a password for the supplier if necessary.
   • Tax Number: Enter the supplier’s tax number if applicable.
   • Opening Balance: Enter the opening balance for the supplier. Select whether it is to receive or to pay.
   • Credit Period: Enter the credit period in days.
   • Credit Limit: Enter the credit limit amount.
   • Billing Address: Enter the billing address for the supplier.
5. Click on the Create button to save the new supplier.

Importing Suppliers #

To import suppliers in Lutrack Inventory, follow these steps:

1. Navigate to Parties.
2. Click on Suppliers.
3. Click on the Import Suppliers button.
4. Download the Sample CSV File:
   • Click on the link Click here to download sample csv file to download the template.
   • Fill in the required supplier details in the CSV file according to the template.
5. Upload the CSV File:
   • Click on the Upload button and select the completed CSV file from your computer.
6. Import the Suppliers:
   • After uploading the file, click the blue Import button to import the suppliers into Lutrack Inventory.