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Version: 3.1

Create a supplier

Overview​

This flow describes how to add a new supplier in Care. After you create the supplier, you can select it as the vendor on a purchase order.

Pre-requisites​

  • You have the permission listed below.

Permissions​

PermissionAccess
Can Create OrganizationsLets you add a new organization.

Note: A supplier has no parent organization. Care lets only a super administrator create an organization that has no parent. Ask your super administrator to add the supplier.

Steps​

1. Open the Suppliers list​

Open the Admin sidebar. Select Organizations. Select Suppliers.

2. Start a new supplier​

Click Add Organization. Care opens a sheet with the title Create Department/Team. Care uses this title for all organization types.

3. Complete the form​

Enter the supplier details.

ComponentsWhat it captures
NameThe supplier's or vendor's name. Required.
DescriptionExtra detail about the supplier. Optional.

Note: The field hints on this sheet also use department and team wording.

4. Submit the form​

Click Create Organization. To close the sheet without saving, press Escape.

Expected Outcome​

  • Care shows the message Organization created successfully.
  • The supplier shows in the Suppliers list.
  • You can select the supplier as the Vendor/Distributor when you create a purchase order.

Concepts:

Flows: