How to Add/Edit My Suppliers in OneScan

Overview

This article is a guide on how to add and edit suppliers in your OneScan account.

Getting Started

1. Navigate to the OneScan site, and log in.

2. Click on "My OneScan Account" in the top right corner.

3. Click on "Suppliers" from the drop-down menu.

4. This will navigate you to the screen where you can start adding suppliers or edit existing suppliers.

 
Managing Suppliers

5. To start adding suppliers fill the "Supplier 1" field, use the down menu to search for and add the supplier. You can search easily by typing in the first few letters of the supplier's name.
   
   •  If you already have suppliers filled in you can add more, skip to the next step.
     
     
   •  If the Supplier is not listed in the drop-down down menu, skip to step 8 and follow the proceeding steps. 

6. If there is more than one supplier, click on "Add another Supplier from existing LSPedia Connections."

7. Fill in the "Supplier #" field for each the new entry. Repeat Steps 6-7 for each supplier being added.

8. If the supplier is not in the Supplier Drop down list, add a new supplier by clicking on the "Don't see your supplier in our list? Click here so we can establish a connection.”

1. An "Add new supplier" window should pop up.

2. Fill in all the Asterisked fields and add as much more information as you can in the other fields. The more the better!

3. A request will automatically be made on our end to set up the new supplier. This will need to be done before the new suppliers populate the drop-down menu.

4. Check back periodically to see if the new supplier has been added to drop down menu, this should not take more than a day.

9. When done, it is required to have only one supplier check as a "primary supplier". This can be changed at any time.

10. Adding accounts to suppliers

1.  To add Accounts to the suppliers, click on the "Accounts" button to the right of the desired supplier.

2. A new window will pop up called "Supplier's Accounts."

3. Fill in the "Account Number" Field with the respected account number for the supplier.

4. Add in the "Description" of the account from the drop-down menu.

5. If there are more than one accounts linked to the supplier, press the "Add new account number" and fill in the "Account number" and "Description" field for the new account. 

6. To delete an account number, press the "Delete" button to the right of the targeted account number.

7. When done editing in the "Suppliers Accounts" window be sure to press the "Save" button on the bottom right of the window. If this is not done, none of the edits will be saved. 

11.  To delete a supplier, click the "Delete" button to the right of the targeted supplier. Suppliers can be easily re-added at any time. 

12. After all the edits have been made be sure to click "Save" in the bottom right of the screen. If this is not done, none of the edits will be saved. 
    
    
13. If you run into any issues or have any question you can submit a ticket to our Support Portal, and we will be happy to assist!