Suppliers

Check and manage your Suppliers straight from your device in AroFlo Field

Updated on May 28th, 2024

Suppliers are wholesalers you purchase goods from and raise purchase orders against. 

 

Suppliers list

To view a list of your suppliers in AroFlo, go to (Menu)  > Manage > Suppliers.

Tap the supplier name to access the Supplier Card.

Create supplier

Suppliers can only be created in AroFlo Office.

 

 

Supplier quick actions

Tap the (three dots) next to a supplier to access the quick actions menu:

Option Description
Supplier Details Opens the supplier card
Create Stock PO Creates a stock purchase order using the selected supplier.
Locations View the location list for the selected supplier.

 

 

Search suppliers

To quickly find a supplier:

  1. Tap (Search).
  2. Type part of the name of the supplier you need.
  3. Tap Search.
 
 
 

Filter the list

You can also filter the list by tapping the filter button

Filter Option Description
All Resets the filter.
Types Filter the list by supplier types.
Nearest (GPS)

Finds the closest supplier to your location.

This is a handy way to find the closest supplier if you urgently need materials.

 
Nearest (Address) Finds the closest supplier to an address you type in.

Nearest options

When using any of the two Nearest options, results will display from nearest supplier to furthest. Tap the supplier info to open the corresponding location card, or tap the (blue location pin) to navigate there using your device's maps application.

 
 
 
 
 

 

Supplier Card

Supplier details can also be viewed from other areas, e.g. Purchase Orders.

 

From the supplier list, tap the name of a Supplier to display the Supplier Card. The main contact will be visible on the supplier header, while everything else will be displayed into related tabs:

The Notes and More tabs will have a counter on them if there is information contained within them, e.g. if a note has been added.

 

Overview

The Supplier Overview gives you the supplier's details, such as phone numbers, address, email, website, transaction terms, and supplier type.

Transaction Terms

You may have a coloured banner displaying at the top of the client card. See Transaction terms for more information.

Show this

 
 
 

Tap the phone numbers to easily call your supplier, using your device's default dialling application.

Tap the Open in New icon (box with arrow) for:

  • Email to start composing an email using your device's default mail application
  • Website to navigate to the client's website using your phone's web browser.

Tap the (location pin) for Address to quickly navigate to the address using your default maps application.

 
 

Notes

View or create notes about the supplier. This may include any history with the supplier.

 
 

More

The More tab is in the form of a pop-up and it contains the supplier's Locations. The Locations icon will have a counter to indicate how many Locations there are for this supplier. Tap the icon to open the list of locations.

From here, tap a location to view the location details, or tap the (three dots) to access the Location quick actions:

Action Description
Location Details View location card
Create Stock PO Create a stock purchase order for this supplier and location
 
 
 

 

Other options

Back to suppliers

Tap the arrow pointing left on the supplier header to return to your Supplier list.

 
 

Create button

The Create button appears near the bottom right of the supplier worksheet on all tabs (except for the More tab). Tap this to create a stock purchase order for this supplier.