KashFlow Knowledge Base - Sales Basics

Merging Suppliers

James Akinsowon — Mon, 09 Feb 2015 15:03:47 +0000

This article will talk you through how to merge two (or more) Suppliers who have Purchases assigned to them respectively. The method by which we do this is simply changing which Supplier the Purchase is assigned to. Merging the Supplier To begin this please follow the below steps: Suppliers > Click on the Supplier you wish to eventually delete > Transactions > […]

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Supplier Details (Supplier Profile)

George Gillespie — Fri, 23 May 2014 14:29:35 +0000

The Supplier Details screen (also known as the Supplier Profile) is where you input all the information like address, email address etc and enable various settings relevant to this supplier. Access this by going to Suppliers > Choose a supplier. If you haven’t already added a Supplier then go to Suppliers> Create. Transactions – This tab […]

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Archiving a Supplier

KashFlow — Thu, 14 Mar 2013 09:54:23 +0000

Sometimes you may have a supplier you don’t trade with any more, but instead of deleting the Supplier you should archive them. Archiving the supplier removed the supplier from drop down lists when creating a receipt but retains all the records associated to the supplier. You should never delete a supplier as deleting the supplier […]

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Creating a Supplier

KashFlow — Wed, 13 Mar 2013 22:11:52 +0000

This guide will talk you through how to Add a New Supplier in KashFlow. To add a new supplier, first click Suppliers from the main menu bar then simply click the button at the top labelled +Create. On the next screen, fill in the supplier’s name. A supplier code will be automatically created for you but can be changed […]

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