Note: Creating contacts requires a certain level of user access. In the event that create contact is not available to you please contact your local FBO One systems administrator.

Creating a new supplier

Option 1 - Via the menu 'Create New Record' option using the 'Add Organization' button.

Option 2 - Via the Product page using the 'Add Supplier' button.

Both of these options will redirect the user, via a new tab, to the 'Add Organization' page.

1. 'Organization name' - Enter the formal name of the organization.

2. 'Short Name' - Enter the operational name that will be displayed in the FBO One screens.

3. 'Type of Contact' - Select 'Supplier' as this allows the organization to be linked to products.

4. 'Restricted to 'FBO Location Group' - only required in the event of multiple FBO Locations.
5. Define the supplier address.
   
6. Define the following contact details:
   1. 'Email 1 (Operations)' is the email used for front office email requests.
   2. 'Email 2 (Back office)' is the email used for back office invoicing.
   3. 'Phone 1' may be defined to use FBO One as a phone directory.
   4. 'Phone 2' may be defined to use FBO One as a phone directory.
      

7. Click OK to save the Supplier data.

For more indepth information related to all available organization fields please consult here

Supplier tips and tricks:

• Use FBO One as a phone directory - Maintaining complete contact information of all organizations will allow FBO One to act as a directory. There will be no need for additional phone books, paper/excel contact lists. The global search option can be used to quickly locate all contact data.

• The 'Edit Organization' button can be used to amend any supplier details.

• Leverage the organization 'Persons' option by creating key contacts such as duty managers, drivers and finance managers.

• Leverage the organizations Bulletin board to store key information/documents linked to the supplier.

• Create a supplier during the service ordering process via the 'Create new' shortcut
  

Related articles:

How to link/unlink suppliers & products