Add Supplier

Add Supplier

This article runs through how to add supplier in Reapit Sales.

1. Click the Contacts icon from the Main Menu

2. Click Add a Contact from the Left Contact Panel

3. Select Business from the Type drop-down

4. Complete the Contact Info using the following guidelines:

• Title

• Salutation (This will be used to address the contact in E-Newsletters, if nothing is entered the First Name is used)

• First Name & Surname (These fields are compulsory unless the contact class 'Business' is ticked)

• Phone numbers

• Email (Reapit Sales automatically checks a valid email address has been entered)

• Company (This field is compulsory if the contact class 'Business' is ticked)

• Job Title

• Residential Address

• Postal Address (check box to enter in a postal address)

• Contact Method:

• Anniversary Date

• Contact Class: Select at least 'Supplier' plus any other relevant classes

• Class Group:

A Class Group is a folder which groups Custom Classes together. To add a Class Group click on the green Add Custom button.

• Custom Class

• Contact Source: Auto Email, Email Enquiry, Import, Open Homes Inspection, Other, Phone Enquiry, Website Enquiry (May vary per office)

• Assigned Staff (depending on office sharing policies, this can be used to give access)

• Contact Comments

• Subscriptions: Auction Reminders, Newsletters, OFI Times, Property Updates, Sales Results

Note: Minimum requirements:

• First Name & Surname are compulsory unless the contact class Business is checked and a Company name is entered.
• Reapit Sales requires either an email address or mobile to eliminate the possibility of duplicates. A contact can still be created with only a phone number or physical address.
• All contacts require at least one Contact Class, they can belong to multiple classes.
• At least one Assigned Agent is required on each contact.

4. Click Save & Proceed