The Suppliers widget in Hippo is where you designate what company you purchase your products from. This information is then used as you are receiving your inventory. The Supplier designation is also tracked on a variety of reports, including the frequently used Balance Sheet.
Important Note: In Hippo, the Suppliers and Manufacturers are created in the same way. We recommend adding manufacturers to your supplier list so that Hippo can include manufacturer information on the vaccination certificate.
Creating New Suppliers:
1. Click the Management tab, and then select the Suppliers widget.
2. In the top right corner of the screen, click Create Supplier.
3. Add as much information in this screen as you have available, the Supplier Name, being the most important.
4. After you've added all the Supplier details, click Save Supplier.
5. Once you're back on the main Suppliers page, this new supplier should be listed in the table below.
6. Repeat steps 2-4 for as many suppliers as needed.
Pro Tip: The Supplier field is required in order to save and submit the entry. If you're performing a receiving entry, and the items do not have a supplier you wish to link, it's recommended to create a new supplier labeled "-" or "No Supplier" or "Inventory Adjustment" so that it may be used in the receiving widget when needed.
Updating Suppliers
1. Click the Management tab, and then select the Suppliers widget.
2. Within the list, find the Supplier you wish to update and click Edit.
3. Once all updates have been made, click Save Supplier.
4. Once you're back on the main Suppliers page, this supplier should be listed in the table below.
5. Repeat steps 2-4 for as many supplier adjustments as needed.
Removing Suppliers
1. Click the Management tab, and then select the Suppliers widget.
2. Within the list, find the Supplier you wish to remove and click Delete.
3. As a precaution, an alert box will appear as confirmation that you wish to proceed. If you wish to continue, click Remove Supplier Item, if not, click Cancel.
4. Once you're back on the main Suppliers page, this supplier is no longer listed.
5. Repeat steps 2-4 for as many supplier removals as needed.
What areas of the system use this feature?
1. The Receiving widget will capture the Supplier for a group of items as a Receiving entry is logged.
2. Each Receiving entry is recorded in a variety of Summary, Detailed, and Inventory Reports to help with tracking quantities and spending.
