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How to add a new supplier

Fancy some visual assistance?
Watch our video for Creating your Supplier in Crunch, or we’ve got you covered by a quick clip which you can enlarge by selecting:

For step-by-step support, please continue below.

In Crunch, a ‘Supplier’ is a company that provides your company with supplies or services.

For example, you could add your business internet service provider (ISP) to inform Crunch that your company pays for an internet connection.

It’s possible to set and edit a default expense type for an individual supplier in your Crunch account. This not only speeds up the process of recording new expenses, but it also helps to automate the entire process.

In order to add a new supplier to Crunch, navigate to the ‘Expenses’ tab and select ‘Suppliers’ from the sub-menu. Then click on ‘New Supplier’:

You will now be presented with the ‘Add New Supplier’ form where you’ll need to enter the name of the new supplier - we're choosing Crunch as the supplier in this example.

From here, you can enter your supplier's company and/or contact name, email address, website URL, phone number, and fax number (should they still use fax machines, of course).

When completed, your form will look something like our example:

While you’re on this form, you’ll be asked to choose a ‘Default expense type’ from a drop-down menu. It’s possible to set and edit a default expense type for all individual suppliers in your Crunch account.
This not only speeds up the process of recording new expenses, but it also helps you automate the entire process.

Unsure which expense category to set as a 'default type'?

  • Check this out and bookmark it for future reference

Clicking on ‘Save supplier’ will then present confirmation that the supplier has been created and added to your list of suppliers.

For existing suppliers, select the relevant ‘Options’ menu for the supplier you want to choose and select 'Edit'. 

You may also notice that you have the ability to mark a ‘Favourite’, too, which allows you to sort your list of suppliers by their importance. You can mark a supplier as a ‘favourite’ by clicking on the star icon.

Once you’re satisfied, we’d recommend you check out our Creating your Expenses guide next.

Unsure which expense category to set as a ‘default type’? 

  • Check this out and bookmark it for future reference

Want some tips on how best to manage your expenses?

Do we have anything that could help make the process of entering your expenses easier? Yes, we do!

  • Check out our SNAP App and you’ll be creating your expenses in seconds

Still unsure? No problem! Take a look at our handy Creating your Supplier video
 

 
Last Updated: 30 Sep 2019 03:11PM BST
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