Suppliers Settings

Suppliers Settings is used for importing and exporting Suppliers, showing or hiding the Voided Suppliers group, and setting up Supplier group custom terms and conditions that will appear on Purchase Orders, Work Orders, and Quote Requests. You can also reinstate your MYOB or Xero connection.

Import from MYOB

This allows you to import your suppliers from MYOB and allocate them to your SoloAssist Supplier groups.

Import from XERO

This allows you to import your suppliers from Xero and allocate them to your SoloAssist Supplier groups.

Import from CSV File

This allows you to import your suppliers from a CSV file and allocate them to your SoloAssist Supplier groups.

Export to CSV File

This allows you to Export and save your SoloAssist suppliers list to a CSV file.

Delete Existing Suppliers

Selecting this tick box before clicking Import, will delete the SoloAssist existing suppliers as you import the new ones.

Show Group

This show/hides the Voided Suppliers group in the Suppliers view.

Supplier Group

Select the Suppliers Group for the trade specific Terms & Conditions.

Purchase / Work Orders

Enter the trade specific terms and conditions you want to show on the selected suppliers Purchase and Work Orders. Typically, this is used for additional legal protection for the supply of materials and or works to be carried out.