How do I add a supplier?

Adding suppliers in XSite helps you keep track of where your products come from and makes ordering faster and easier. This guide walks you through how to add a new supplier in both XSiteIO and XSite Classic.

Adding a Supplier in XSiteIO

1. From the left-side menu, go to ‘Price Book’ > ‘Inventory’ > ‘Suppliers’.
2. Click the ‘+’ icon in the top-left corner to start a new supplier entry.
3. XSite will automatically create a unique Supplier ID for you.
4. Enter the supplier’s name next to the ID.
5. Fill in the other details:
   • Account Number
   • Primary Contact
   • Phone Number
6. Any other relevant information
7. Click the ‘Add’ button on the right to save the new supplier.

Adding a Supplier in XSite Classic

1. From the left-side menu, go to ‘Administration’ > ‘Suppliers’.
2. A unique Supplier ID will be created automatically at the top of the screen.
3. Next to the ID, enter the supplier’s name.
4. Fill out the rest of the fields:
   • Account Number
   • Primary Contact
   • Phone Number
5. Any other important details
6. Click the ‘Add’ button on the right to save the new supplier.