Skip to main content

How to pin a supplier to the home screen

Pinning a supplier to the home screen of your suppliers tab allows you to see a graph of upcoming payments and overdue payments. You can quickly add a purchase order, invoice, and make payments using the buttons displayed on their profile.
​

  1. Click Suppliers from the navigation bar to open the supplier tab.
    ​
    ​

  2. In the top right of the screen click 'View all suppliers'.
    ​
    ​

  3. Click 'View' next to the supplier you would like to pin, this will open the details of this supplier.
    ​
    ​

  4. In the top right corner open 'Quick links'. Then click 'Pin supplier to home screen'.
    ​
    ​


    ​
    ​

  5. You can now go back to the supplier home screen and the supplier will appear. You can quickly add PO, invoices, and payments here:
    ​
    ​

Did this answer your question?

Related Articles