How to Fill Out the Supplier Card

Learn how to add and manage supplier's details, and configure default options — all in one place within Precoro.

TABLE OF CONTENTS

• Specify the Supplier’s Legal Address
• Add Contacts to a Supplier
• Add Payment Details
• Add Your Payment Terms
• Set Default Options for a Supplier
  • Default Taxes
  • Default Custom Fields
  • Working with Afaxys and Amazon Integrations
• Attach Files to a Supplier’s Profile

Specify the Supplier’s Legal Address

You have two options for setting the supplier's legal address:

Option 1: Standard address format

Use the fields in the Address block (City, State/Province, Postal Code, and Country) to input the supplier’s legal address:

The address will automatically appear in a standard line-by-line format on printed documents and document pages:

Option 2: Custom address format

1. Enter the entire address in the Legal Address field, formatted exactly as you want it displayed.
2. Leave the other fields (City, State/Province, Postal Code, and Country) empty.

This custom format will appear on printed documents and document pages as specified:

Add Contacts to a Supplier

To add a new contact information to a Supplier:

1. On the Suppliers Management page, open the desired supplier in Edit mode.
2. Scroll to the Contacts section and fill in the required information.
3. Press the Confirm button to save changes.

You can add multiple contacts by clicking the Add contact button.

Add Payment Details

To add payment details: 

1. Navigate to the Payment Details section in the supplier's profile.
2. Enter all necessary supplier details → click Confirm.

Add Your Payment Terms

In the Main info section, you can select payment terms for a specific supplier. You can set as many payment terms as you wish:

If you want to create a new payment term:

1. Go to the Suppliers and Items page → Payment Terms.
2. Click the Add button → fill in the required fields.
3. Click Save to record the changes.

When creating a document, you will be able to select the needed payment terms from the list or add a new one directly from there by clicking the Add New Payment Term button:

Set Default Options for a Supplier

In the Default Options section, you can set custom default information to standardize and automate documentation across the system. Below are the steps for setting default taxes and custom fields.

To set up default taxes:

1. Open the needed Supplier in Edit mode or create a new one → navigate to the Default Options section.
2. In the Tax options, select or multi-select previously created taxes from the drop-down list.
3. Click Confirm to record the changes.

When creating a Purchase Order or Invoice with this supplier, the default taxes will automatically apply. 

Learn more about working with taxes in Precoro here.

To set up default custom fields for items and/or documents:

1. Verify that the necessary Custom Fields for Documents (CFDs) or Custom Fields for Items (CFIs) are enabled in the relevant documents.
   

   Available custom fields by document type:

   Document Types/Custom Fields	Purchase Orders	Invoices	Purchase Requisitions	Warehouse Requests
   CFDs	+	+	-	-
   CFIs	+	+	+	+

   Learn more about Custom Fields for Items and Custom Fields for Documents.

2. In the Default Options section, select the needed options from the drop-down.
3. Click Confirm.
   

When creating a new document, the default values will automatically populate:

Working with Afaxys and Amazon Integrations

If you use Afaxys or Amazon integrations, the default values you have set for the Supplier will be automatically transferred to the Purchase Orders and Invoices. 

If your item already has filled-in values in the Catalog, that information will be displayed in the item despite the default information you have set.

Attach Files to a Supplier’s Profile

1. In the Suppliers Management page, open the desired supplier in Edit mode.
2. Go to the Attachments section → click Add Attachments.
3. Select the necessary files from your computer to upload.
4. Press the Confirm button to save changes.