Setting default suppliers
After adding in your suppliers to Kounta, you can link your products to preferred suppliers for faster purchasing with order sheets.
Link suppliers to easily send purchase orders for seamless stock control.
This guide will cover how to set default suppliers for products or stock items.
What’s in this Guide?
Assign products to suppliers
Pro Tip - Before you can assign products to suppliers, make sure to add your supplier contact details.
1. From the “Suppliers” section in the Products page of the Back Office, use the search bar to locate the products you need.
2. Use the drop-down menu to select a Default Supplier.
Pro Tip - Our hospo pros recommend that raw goods are best named along with their sizes just like in the image above. This is for ease of tracking and ordering the supplies
3. To assign multiple items to one supplier, tick the items and select “Supplier” under ‘Bulk Options”- before entering the Default Supplier
4. This should save automatically.
Frequently Asked Questions
Can I assign more than one supplier for one item?
For each item, you can assign only one default or preferred supplier. You can always send the purchase order to another supplier if needed. You can also loop more than one email address when sending the purchase order.
Can I assign products in bulk through CSV?
For now, bulk assigning of suppliers through .CSV files is not possible. You can assign suppliers in bulk using Bulk Options.
What if I get stuck?
We're with you every step of the way & our Support is 24/7 - because hospo headaches happen at all hours of the day.
What's my next step?
You've added your supplier details and set the items you order from them. Now, you can create and send purchase orders to their emails in less than a minute!
You can also record how many items you've received - this will adjust the invoice and sync with your accounting app (Xero, MYOB, Quickbooks etc.)
Finally, a place for all your purchase orders - never lose visibility of a transaction again.