Supplier | OverseePos

A Supplier is a person or business that provides goods or products to your company for purchase.

Supplier Filters

1. Go to Admin Panel.

2. Click Contacts → Supplier and go to the Suppliers List page.

3. At the top of the page, you will see the filter options:

Ø Supplier Name – Enter the supplier name from the list to view specific supplier details.

Ø Business Name – Enter the business name associated with the supplier to filter relevant records.

Ø Mobile – Enter the supplier’s mobile number to quickly find the supplier details.

Ø Status – Click on the Status dropdown and select:
               1. All – Displays all suppliers
               2. Active – Displays only active suppliers
               3. Inactive – Displays only inactive suppliers

4. Click the Filter button.

5. The system will display filtered results based on the selected filters (Supplier Name, Business Name, Mobile, Status).

6. Click the Reset button.

7. All selected filters will be cleared.

8. The system will display all supplier records by default.

Supplier Export

check_circle Go to Admin Panel.
check_circle Click Contacts → Supplier and go to the Suppliers List page.
check_circle Click the Export button available on the top right corner of the page.
check_circle Choose the required export format (Example: Excel / XLS, if available).
check_circle The file will be downloaded automatically to your system.
check_circle Open the downloaded file to view the supplier details.
check_circle The exported file will contain the supplier list based on the applied filters.

check_circle Go to Admin Panel.
check_circle Click Contacts → Supplier and go to the Suppliers List page.
check_circle On the Suppliers List page, click the Add button in the top right corner.
check_circle The Supplier Add popup will open.

Supplier Add

check_circle Enter the required fields:
check_circle Supplier Name (enter the name)
check_circle Business Name (enter the supplier business name)
check_circle Mobile No (enter the contact number)
check_circle Click Save, and it will navigate to the Suppliers List page.
check_circle The supplier will be saved successfully. Supplier List page, you can add, edit, or Delete Suppliers.

Supplier Edit

check_circle In the Supplier List, find the Supplier you want to update.
check_circle Click the Actions button next to the supplier, then select Edit.
check_circle On the Edit Supplier page, update the details as needed and click Update.
check_circle The Supplier will be updated successfully.

Supplier Delete

check_circle In the Supplier List, find the Supplier you want to delete.
check_circle Click the Actions button next to the Supplier, then select Delete.
check_circle A popup will appear asking for confirmation. Click Yes.
check_circle The Supplier will be deleted successfully.

info

You cannot delete a supplier if it is used by some purchase depend on this supplier. Therefore, it is not possible to delete this supplier

Supplier View

check_circle In the Supplier List, find the supplier you want to view.
check_circle Click the Actions button next to the supplier, then select View.
check_circle On the Supplier View page, you can see the supplier details.