Adding Supplier Items and Expense Categories
1. Search for your Contact open their Contact Card
2. Click the Supplier Items tab
*Note: If you are not able to see this tab then ensure the Contact Class on the Contact Card is set to Supplier.
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3. Select Item Category (if applicable) - New categories can be created by Master Users via My Office > Edit Details > System Config > System Configuration (Advanced) > Expense Categories.
*Note: Steps to add an expense category are highlighted below.
4. Enter Item Name, Price & Item Comment/Description
5. Click Save
6. Follow steps 3 & 4 to add additional Supplier Items. Each Supplier Item will be added to the Existing Items list.
Adding Expense Categories
1. Navigate to My Office, click Edit Details > System Configuration (Advanced).
2. Scroll down to the 'Other Options' section and click [Add New Value].
