NOTE – Before you can add a preferred supplier, please ensure the relevant supplier and currency have been created.

Navigate to Data⇒Production⇒Stock

Locate the material you wish to add a preferred supplier to, using the Search function if required. Double click on the material that you want to amend, or select the material and click on the Edit button.

Click on the Supplier tab

If your preferred supplier does not already appear in the supplier list, click on the Add Supplier button.

Use the drop down list to select the correct supplier. Fill in the relevant leadtime, part number and currency information as required. Complete the pricing information, using price breaks if required.

NOTE – The markup % field allows you to automatically include a markup on the cost of this material when it features in the BOM (bill of materials) of an estimate

Once all required information is entered, click Update – the new supplier is now added to the supplier list for this material

Under the box headed Preferred Supplier, use the drop down list to select the preferred supplier for the material then click Clear followed by Save

The newly selected supplier is now shown as the preferred supplier