If you would like to add or update the PDEs for a supplier in bulk, please refer our Stock Import Tool article.
You have the option to edit or update suppliers in the system.
- Go to Z Office > Other > Suppliers > Manage Suppliers
- The Manage Suppliers tab should appear. You can do a search for a known supplier or alternatively, if you do a 'blank search' (press the Search button without inputting anything in the search field), a list of suppliers will appear according to the filters selected:
You will also have access to the supplier options on the Left-hand panel:
Edit Supplier Details - edit the selected supplier
Create New Stock Group - create a stock group from the supplier
Generate New Stocktake - generate a stocktake from the supplier
Activate Supplier - updates supplier to appear on the system
Merge Suppliers - merge 2 non-system suppliers
Print Current Suppliers List - this will print out the list displayed
Export Suppliers - allows you to save a copy of your suppliers
Import Suppliers - allows you to import a saved copy of your suppliers
PharmXchange - navigates to and logs you into the PharmXchange
- Double click on the supplier or select Edit Supplier Details under the supplier options and change the required details.
- The Edit Supplier Details window should appear, allowing to you change information regarding your supplier:
Basic Details: This section contains details about the supplier for your own reference.
Account Settings: You can directly Add PharmX Supplier Account details in this section.
Stock Lines: Stock can be added to this list which shows all stock having the supplier set to default.
- Press Save.