Skip to content
AR Edara website

Linking a Supplier to a Purchasing Person

Last updated:

Linking suppliers to purchasing persons ensures clear communication and understanding of order requirements, reducing the chances of errors, misunderstandings, and delays, and simplifying the purchasing process. This minimizes the need for rework or corrections.

Here are the steps.

Linking a Supplier to a Purchasing Person

You can do this in two ways:

1- From the Suppliers Page

  • Go to the "Purchase" module.
  • Open the “Suppliers” page.
  • Search for the supplier's name using the 🔍 icon or clicking the arrows.
  • Click “Edit”.
  • Select the purchasing person from the dropdown menu.
  • Click “Update”.
1- From the Suppliers Page — Click “Update”.

2- From the Supplier Data Page

  • Go to the "Purchase" module.
  • Open the “Supplier data” page.
  • Display the "Purchase person" column from “Custom View”.
  • Click “Generate”.
  • Choose the name of the purchase person to link with the supplier from the dropdown menu in the Purchase Person column.
  • Hover over the ➕ icon.
  • Click “Save”.
2- From the Supplier Data Page — Click “Save”.

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

Supplier data Bulk Editing of Suppliers’ Data "Edara" allows bulk editing of suppliers’ data, saving time and effort compared to editing each record individually. Supplier data Activating/Deactivating a Supplier In some cases, you may need to temporarily deactivate a supplier or reactivate it again, without deleting it from the… Supplier Linking a Supplier to a Customer Account During Setup If a supplier is also a customer of the same organization, you’ll need to link their accounts to consolidate their… Supplier Creating a Supplier "Edara" allows you to register a new supplier's information to create purchase orders or perform any accounting…