To Add a Supplier

To Add a Supplier

Note: Only suppliers that stock is purchased off should be set up in Unleashed (and they will flow through to Xero automatically). For suppliers that no stock is purchased from, just set up directly in Xero.

  • In Unleashed, click on Suppliers/Add Supplier:

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  • Complete the fields consistent with other suppliers already in Unleashed, see circled fields below for a guide:

    • Select taxable for NZ suppliers or deselect for overseas suppliers – leave the Tax Rate blank – it will use the default

    • Ideally enter the lead time (days it takes to get product from the supplier) if you know it

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  • Click Save and move on to next tab (Address) & follow the example below

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  • Click Save and move on to next tab (Contacts) & add any contact information as requi

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  • The Purchases, Returns and Costings will auto-populate as transactions are entered.

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