Users have two options on how to create Suppliers in Eftsure
Option 1: Users enter the new Supplier details directly into Supplier Management. If the Supplier is already verified, all good, otherwise click on the envelope and send a Verification request to the Supplier. Once verified the Supplier will turn green in Supplier Management.
Option 2: Send an Onboarding form. Once the Supplier has completed the form, Eftsure verifies the details and then notifies the customer that the onboarding is ready for review. Users update their ERP system and accept the changes in Eftsure.
Create Manually
Onboarding Form
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Creating a New Supplier Manually
Inviting or Adding New Suppliers with the Onboarding Form