See the article large view here: http://help.pulpowms.com/en/articles/4230234-third-party-setup-suppliers-customers-erps

Before conducting any major warehouse task like managing products or receiving goods, corresponding third parties (customers and suppliers) must be properly defined and created. This article will guide you on how to create or edit third party customers and suppliers for your warehouses. This is one of the first tasks to start implementing PULPO WMS in your warehouses.

This article explains only the manual procedure for creating or editing third parties. Usually, this information is provided and synchronized from one or multiple external system(s), such as the ERP or e-commerce shop.

  1. For managing third party features, first, click on the Third Party option located at the left side menu of the Web App.

2. In the Third Party screen, you can choose between two tabs: CUSTOMERS and SUPPLIERS.

Create/edit a third party Customer:

  • In the Customers tab, click on the Edit 'three-dot" button of any existing customer from the list or Create a new one from the "+" button at the bottom right side.

The following information must be provided for creating/editing a customer:

  • Name: Name of the customer.
  • Identifier type: A specific identifier type for the customer. (e.g. Tax ID)
  • Identifier number: A unique identifier number for the customer.
  • Addresses: Assign the address information and contact number for the customer.

💡 PULPO PRO-TIP: We recommend assigning the customer identifier type and number according to the information required for tax declaration or any regulated commercial activity depending on the region. This ensures there won't be accidental duplications.

Create/edit a third party Supplier:

  • In the Suppliers tab, click on the Edit 'three-dot" button of any existing supplier from the list or Create a new one from the "+" button at the bottom right side.

The following information must be provided for creating/editing a supplier:

  • Name: Name of the supplier.
  • Identifier type: A specific identifier type for the supplier.
  • Identifier number: A unique identifier number for the supplier.
  • Addresses: Assign the address information and contact number for the supplier.

💡 PULPO PRO-TIP: we recommend assigning the supplier identifier type and number according to the information required for tax declaration or any regulated commercial activity depending on the region.

See whats next!

Once you have some customers and suppliers created and registered in your PULPO WMS system, you are ready to create products and receive incoming goods.

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