Supplier Management in Daftra

A complete guide to configuring supplier management in Daftra.

Duration: 22 minutes; Video content
Learners: +1; Learners
Instructors: Daftra Academy; Daftra Education Team

About this course

This course covers setting up supplier management in Daftra, in short videos recorded on the real Daftra screens.

It starts with creating custom fields for supplier records, then adding suppliers from the Purchases menu or importing them from a file. It then covers the supplier payments page in full, from recording, editing and printing payments to allocating them to purchase invoices automatically or manually, and finishes with creating and managing related forms.

What you will learn

Create custom fields and add them to supplier records.
Enable supplier management and add new suppliers.
Import a supplier list from a file.
Record, edit and print receipts for supplier payments.
Allocate payments to purchase invoices automatically and manually.
Create related forms for suppliers and manage their records.

Who this is for

Purchasing teams using Daftra.
Accountants responsible for supplier payments and balances.
Business owners who manage their own supplier relationships.

Before you start

An active Daftra account.
No previous experience with supplier management is needed.

Course content

5 lessons • 22 minutes

1Course lessons5 lessons • 22 minutes
- Creating custom fields for supplier records in Daftra4 minutes
- Adding suppliers in Daftra5 minutes
- Importing a supplier list from an external file in Daftra3 minutes
- Supplier payments and their settings in Daftra6 minutes
- Creating related forms for supplier records in Daftra4 minutes