S01. Create a supplier in Shopify

Owner

You (solo operation).

Trigger

You buy from a supplier that has no Shopify supplier record.

Approval

None. You are a solo operation. You decide to buy, and you create the record.

Procedure

Shopify has no separate Suppliers page. Only the name is required. Leave every other field empty if you do not have the data. You can add the other data later.

1. Open the new purchase order page in the Shopify admin.
2. Select Select supplier.
3. Select Create new supplier.
4. Type the supplier name in the Company field. Use the name on the supplier invoice. Use the name you know the supplier by if there is no invoice.
5. Select Save.

Optional data

Add this data when you have it. Add it at the time you create the record, or later.

• The country or region, and the address fields.
• The contact name, the phone number, and the email address.
• The payment terms, in the Purchasing information section.
• The supplier currency. Use the currency on the supplier invoice.

Rules

• Use one spelling for each supplier. Do not create a second record with a different spelling.
• Two records for one supplier divide the purchase history. A divided history gives wrong cost reports.
• Shopify copies the payment terms and the currency to each new purchase order for this supplier. Fill in these two fields before you raise the first purchase order. Correct values here prevent errors later.

Record the supplier in Grist too

The Vendors table in the Gem Candies Grist file has the same fields as this form. Record the supplier in Grist from the same invoice. Use the same spelling of the name in the two systems. The Vendors reference gives each field.

Required evidence

• The Shopify supplier record.
• The Grist Vendors row.