How can I enable the creation of Suppliers in ApprovalMax?

ApprovalMax allows the creation of new Suppliers right within the platform before they're being processed in Xero and added to the Xero Supplier list.

This is how you configure ApprovalMax to enable Requesters to create new Suppliers:

1. Under the main menu  in the upper left-hand corner select your Organisation. Then, open the "Approval workflows" page under "Workflows and settings" section:
   
2. Go to the Purchase Order/ Bill workflow.
   
3. In the first step, click on the "matrix"   icon. This will open the Requester matrix.
   
    or 
   
4. Select “Any existing Contact” next to the person who you want to authorise for the purpose of Supplier creation.
   
5. Tick the checkbox “Allow to create new Contacts”.
   
   
6. Click on "Done".

Now, this person will see the entry "New Contact" in the drop-down list.

Important note:
In Xero, a Contact only qualifies as a Supplier once a Bill addressed to the said Contact has been received. Technically speaking, ApprovalMax enables the creation of Contacts, not Suppliers as defined in Xero terminology.

This means that a newly created Contact will not appear right away in the Supplier list. However, as part of the Purchase Order creation, we're using the terms Supplier and Contact to better reflect the way in which these new Contacts will be used.

This is what it looks like:

Please note: You can restrict the PO Requester from viewing Bank Details during Supplier creation in ApprovalMax.

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