Adding Supplier Items and Expense Categories

This article runs through about adding supplier items and expense categories in Reapit Sales.

The processes in this article include:

• Adding Supplier Items
• Adding Expense Categories

Adding Supplier Items

1. Search for your Contact open their Contact Card

2. Click the Supplier Items tab

Note: If you are not able to see this tab then ensure the Contact Class on the Contact Card is set to Supplier.

3. Select Item Category (if applicable) - New categories can be created by Master Users via My Office > Edit Details > System Config > System Configuration (Advanced) > Expense Categories.

Note: Steps to add an expense category are highlighted below.

4. Enter Item Name, Price & Item Comment/Description

5. Click Save

6. Follow steps 3 & 4 to add additional Supplier Items. Each Supplier Item will be added to the Existing Items list.

Adding Expense Categories

1. Navigate to My Office, click Edit Details > System Configuration (Advanced).

2. Scroll down to the 'Other Options' section and click [Add New Value].

3. Enter an Expense Category name and click Save.