• What data can I edit on a supplier

  To edit a supplier: Go to Suppliers. Open the supplier. Click Edit (pencil icon). If the supplier is manual You can edit its main details, such as: Trade name. Legal name. NIF/CIF. Address. Category. Supplier code. If the supplier is verified by the system Tax and identification data are locked. In that case, you can edit: Category. Supplier code. Also, from the Contacts tab, you can continue managing the supplier's contacts and notes.Few readers

• How to add tags and notes to a supplier

  Yes, you can work with tags and notes, but they are not managed the same way: Tags: are added during supplier creation. Notes: can be created, edited, and deleted at any time. How to add notes to a supplier Go to Suppliers. Open the supplier. Go to the Contacts tab. Scroll down to the Notes section. Click New note to create one or edit an existing note.Few readers

• How to group suppliers

  Click 🚚 Suppliers in the sidebar navigation. Choose a category. Select the suppliers you want to merge. (https://downloads.intercomcdn.com/i/o/908140465/3df0b3e24c3fe1f6196fb3a6/Captura+de+Pantalla+2023-12-13+a+las+9.48.09.png?expires=1755015300&signature=ffb0f5e112f877c353ad0551d3609b3887e74ae2407d37af56261fcac250f7e0&req=fSAvF81%2BmYdaFb4f3HP0gPOVJzQtqCzfFew readers

• Create a supplier manually

  Create a supplier manually Go to the Suppliers page, click the New supplier button, and select New supplier from the dropdown menu. Fill in all the details for the new supplier. Information Category. Trade name. NIF/CIF (recommended). Legal name. Address. Tags. (https://downloads.intercomcdn.com/i/o/1025343341/955e6da986b186138594Few readers

• How to create contacts for a supplier

  Go to Suppliers. Open the supplier you want to add the contact to. Go to the Contacts tab. Click New contact. Fill in the information (name, role, email and/or phone) and save. Optional: you can mark a contact as primary for purchases. You can also edit or delete contacts later from the same tab.Few readers

• A self-employed supplier is not detected when scanning: how to fix it

  If Haddock does not recognize the self-employed supplier when you upload a document, the most effective thing to do is create it manually so the system can identify it better in future scans. Go to Suppliers. Click New supplier. Fill in at least these fields: Category. Trade name. NIF/CIF (if they are self-employed, enter their DNI/NIF here). Save the supplier. If the document has already been uploaded, edit it and select that supplier manually.Few readers

• How to change the supplier on a document

  Yes, you can change the supplier on a document either individually or in bulk. Edit a single document Go to Documents. Open the document's three-dot menu. Click Edit. In the Supplier field, select the correct supplier. Save the changes. Edit multiple documents at once Go to the Documents list. Select the documents you want to change. Click Edit in the action bar. Choose the supplier. Save the changes.Few readers