You need to load into invitbox a list of your Suppliers from your POS System. This is so that when invitbox processes a transaction from a Supplier, that you can tell invitbox what that Supplier is called in your POS System.
Adding them manually
You can do this manually, one at a time, by clicking
When entering information in the next screen, please ensure that the information matches your POS System exactly, and that it is case sensitive.
Please note: Card Id is optional, but Supplier Name is mandatory.
If you click OK and Remind, invitbox will add a reminder to your internal mail (Mailbox) that you have manually added a Supplier Card. This is useful if you are manually adding a Supplier Card in invitbox before creating the Supplier in your POS System.
Go to your POS System, and export a list of your Suppliers. You can export a 1-column list (Supplier Name) or a 2-column list (Supplier ID, Supplier Name). Save the file (with or without a header row) as a .txt or a .csv file.
Click set-up beside Supplier Cards on the Admin tab.
Under Company Supplier Cards, Choose File and attach the .txt or .csv file you previously saved. Click upload.
Choose the options presented as below, then Continue.
Your supplier cards have now been uploaded into invitbox.