Add a Supplier

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.


How to Add a Supplier

For Non-Catalog Orders

1. Enter and Select Supplier

In the supplier field, enter “New Supplier.” Then select “New Supplier”  (Figure 1).

Figure 1 of add a supplier step.

Figure 1

2. Proceed to Checkout

After you have completed entering the items, you can proceed to checkout as normal. 

3. Edit Notes and Attachments

During checkout, in the “Internal Notes and Attachments” tab, select “Edit” (Figure 2).

Figure 2 of add a supplier step.

Figure 2

4. Add a Note

On the Internal Notes pop up, enter a note requesting to add the supplier. Select “Update” when finished (Figure 3).

Figure 3 of add a supplier step.

Figure 3

5. Add an Attachment

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).

Figure 5 of add a supplier step.

Figure 4

6. Save Your Changes

On the “Add Attachments” screen, click “Select files…” to add the appropriate documents. When complete, select “Save Changes” (Figure 5).

Figure 6 of add a supplier step.

Figure 5

7. Place Your Order

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).

Figure 7 of add a supplier step.

Figure 6