Fortix PlatformFortix Freedom Business Systems ProductsHow to Add a Supplier to a Resource

How to Add a Supplier to a Resource

This article explains how to add a supplier to a listed resource.

Click Resources in the heading bar under PRODUCTS & RESOURCES. The Resources page open with a list of active RESOURCES.

The address bar link is /?stock_resources

When adding a new resource, complete the details of the new resource.

To add the supplier to the resource, type any two letters that are contained in the supplier contact. Select the correct supplier.

Resources - Add New Resource - Fortix Base - Google Chrome

Within the row of the Resource click the down arrow on the Action tab. Select Add Supplier. The number of suppliers for this resource is indicated in brackets.

The Resource Suppliers page open with the Resource filled in. Complete the form by Selecting the Supplier that has been preregistered in the Contact records and is active.

Within the row of the Resource click the down arrow on the Action tab. Select Edit.

The EDIT RESOURCE form opens. On the right side is the SUPPLIERS component. Click the plus sign to add a supplier to the resource.

The ADD NEW SUPPLIER page open with the Resource filled in. Complete the form by Selecting the Supplier that has been preregistered in the Contact records and is active. Click SAVE.

The new supplier has been added to the Resource. Click the down arrow in the Action tab and select Mark as Default Supplier if this would be the default supplier.

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