[Xero Users] Adding CNW Electrical as a Supplier
To add CNW Electrical as a supplier in Xero, please follow these steps:
(1) Click the plus sign in the top-right corner and click "Contact" from the drop-down menu.
(2) Fill up the form to provide the Contact and Financial details for CNW Electrical. Click "Save" button.
(3) Once the new contact has been added, you need to create a "test" Bill in order to automatically categorise CNW Electrical as a Supplier.
There are several ways to do this:(a) Click the plus sign and select Bill from the menu.
(b) Or, click on the "Business" menu and select "Bills to Pay".
You will be redirected to the "Purchase Overview" page. Click the "New Bill" button.
(4) Add CNW Electrical in 'From' field of the "New Bill" form. Click Save.
(5) CNW Electrical will be categorised as a Supplier once the bill has been created.
To sync CNW Electrical supplier into Link4, log in to your Link4 account by clicking the login button at the top-right side of your browser, and follow the steps below:
(1) Go to the "My Suppliers" menu and click on the "Synchronize Contacts" button to update your list in Link4.
CNW Electrical will appear in the "Featured Supplier" section.
(2) Connect your CNW Electrical Customer Number by clicking on the "Enable" button.
(3) Provide the number and click the "Create Connection" button.
(4) Pull up the "Supplier Details" by selecting CNW Electrical entry and select a default "Transaction Account".
(5) Click "Update Details" button.
You are now connected to CNW Electrical and able to receive their invoices directly into your Xero.
If you need any additional assistance with this please feel free to get in contact with our Customer Success team at support@link4.com.au or by clicking the live chat in the bottom right-hand corner of your screen.
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