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. 

 

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].