How to Create a New Supplier Preset

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• Deleting a new supplier

  Deleting a new supplier If you do not need a particular supplier's invoices in Burdi, you can delete them. To do this, follow the steps below. Step 1: Head to New Suppliers in your Purchases tab. Step 2: Choose which Supplier you want to delete. ...

• Supplier Presets

  Supplier Presets What Are Supplier Presets? Supplier Presets are pre-configured templates that make setting up new suppliers quick and consistent. They include default settings such as job number requirements, integrations, and other preferences. New ...

• Existing product codes in ServiceM8. Does Burdi update or create a new item?

  Existing Product Codes in ServiceM8 We take the supplier's provided product codes or SKUs from their tax invoices and send those individual products ServiceM8. If there is a case where the supplier has not given a product code or SKU (this can be ...

• Existing product codes in Xero. Does Burdi update or create a new item?

  Existing Product Codes in Xero As a default Burdi will not send product codes to Xero. If you would like products to be created and updated in your Xero Inventory you can activate this setting by heading to Account > Settings > Xero Settings > Xero ...

• Supplier Email Template

  Supplier Email Template Use the supplier email template to ensure your suppliers send your invoices straight to Burdi. Watch the video below on where to find your supplier email template. Watch the video below on where to find your supplier email ...