Create Supplier Documents Types

This feature allows you to add specific Supplier Document Types you wish to request from suppliers.

Step 1:

Go to Company Settings on the right-hand side drop-down menu

Step 2:

2.1. Click the Suppliers tab (next to Regions).

2.2. Under 'Name', Type the name of the Document you wish to request from your Suppliers.

2.3. Click .

2.4. Once you have added the Document Type, this will now show under the Select a Supplier Document Type drop-down in the Suppliers Menu on the left-hand side menu.

Well done! You just created a Supplier Document type and are ready to request this document from suppliers!