In some instances, you may need to make a purchase from a supplier that is not yet registered in ShopBlue. To complete this purchase, you will have to take necessary steps to add the supplier.
In the supplier field, enter “New Supplier.” Then select “New Supplier” (Figure 1).
After you have completed entering the items, you can proceed to checkout as normal.
During checkout, in the “Internal Notes and Attachments” tab, select “Edit” (Figure 2).
On the Internal Notes pop up, enter a note requesting to add the supplier. Select “Update” when finished (Figure 3).
After you have added the note, select “Add Attachments” to attach the appropriate documents. Note: the internal notes and attachments will only be seen by ShopBlue users and not by the supplier (Figure 4).
On the “Add Attachments” screen, click “Select files…” to add the appropriate documents. When complete, select “Save Changes” (Figure 5).
After adding the appropriate notes and attachments, you can place the order as you normally would. The requisition will be routed to the appropriate party to have the supplier added (Figure 6).