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Administration - Creating & Updating the Suppliers List

  • Updated

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, 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. 

 

Adding Suppliers:

  1. Go to the Management tab, and click the Suppliers widget.

  2. Click Create Supplier in the top right corner of the screen.

  3. While it is helpful to put as much information as you have, the Supplier Name, Account Number, and Contact Name are most important. 

  4. Once you’ve added details listed in step 3, click Save Supplier.

  5. You will then be returned to the main Suppliers page, and this new supplier should be listed in the table below.  

  6. Repeat steps 2-4 for as many suppliers as needed.

Editing Suppliers:

  1. Go to the Management tab and select the Suppliers widget.

  2. Within the list of added Suppliers, find the one you wish to alter, and click Edit. 

  3. Once all updates have been made, click Save Supplier.

  4. Once you’ve returned to the main Suppliers page, this updated supplier should be listed in the table below.  

  5. Repeat steps 2-4 for as many supplier adjustments as needed.

Removing Suppliers:

  1. Go to the Management tab and select the Suppliers widget.

  2. Within the list of Suppliers, find the one you wish to remove and click the trash can icon on the right-hand side within that line. 

  3. An alert box will pop up as an added precaution to ensure you still wish to proceed with this removal. If you wish to continue, click Remove Supplier Item, if not, click Cancel. 

  4. Once you’ve returned to the main Suppliers page, this supplier should no longer be listed in the table below.  

  5. Repeat steps 2-4 for as many supplier removals as needed.

What areas of the system use this feature?

The Supplier is recorded through the Receiving widget for items received in that batch. This is then logged and visible on a variety of Graphical, Summary, Detailed, and Inventory reports.

 

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