Supplier Management

Supplier Management

On Trade Trak, you can easily manage the suppliers that are listed on your account.

Accessing Suppliers

To access the supplier management page, click on your icon or name in the top right corner of the Trade Trak navigation bar. From the drop-down menu, select 'People', then select ‘Suppliers’.

Supplier Management 1

Suppliers

On this page, you’re able to view, edit, create and delete suppliers.

Editing and deleting can be done by pressing the ‘...’ button on the right-hand side of the supplier line.

If your company has a large number of suppliers, you can narrow the results by entering keywords into the search bar.
Also, if your company has a lot of overseas suppliers, you can filter the results by country.

Supplier Management 2

Create a Supplier

To add a new supplier to your account, click the ‘Create’ button.

At the top right of the creation page, you will notice a button that can be toggled from Business to Individual. You will have to fill out different details depending on what you choose to toggle the button to.

Mandatory fields are marked with an asterisk.

Business

1) Business Name *

Enter the name of the supplier’s business name.

2) Address

You are asked to enter information regarding the address, suburb and postcode.

3) Country *

Select from a drop-down menu the country of the supplier.

4) State

Select the address’s state from a drop-down menu.

5) ABN

Add the Australian Business Number (ABN) of the supplier.

6) BPAY CRN

This field shows a randomly generated BPAY customer reference number for the supplier.

7) Phone Number

Add a phone number to contact the supplier on.

8) Fax Number

Add a fax number to contact the supplier on.

9) Email

Add an email to contact the supplier on.

10) First Name *

Add the first name of the supplier’s primary contact.

11) Last Name

Add the last name of the primary contact.

12) Email

Add an email address for the primary contact.

13) Phone Number

Add a phone number for the primary contact.

14) Office Phone Number

If the supplier has an office, you can add the phone number for it in this field.

15) Fax Number

Add a fax number for the primary contact here.

16) Custom Fields

Fill in any custom fields you may have created for suppliers.

Supplier Management 3

Individual

1) First Name *

Add the supplier’s first name.

2) Last Name

Add a surname for the supplier.

3) Address

You are asked to enter information regarding the address, suburb and postcode.

4) Country *

Select from a drop-down menu the country of the supplier.

5) State

Select the address’s state from a drop-down menu.

6) ABN

Add the Australian Business Number (ABN) of the supplier.

7) BPAY CRN

This field shows a randomly generated BPAY customer reference number for the supplier.

8) Phone Number

Add a phone number to contact the supplier on.

9) Fax Number

Add a fax number to contact the supplier on.

10) Email

Add an email to contact the supplier on.

11) Custom Fields

Fill in any custom fields you may have created for suppliers.

Supplier Management 4

Create

Once you have entered all the necessary fields for the supplier, press ‘Save’.

Jan 22, 2021

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