- Create a new supplier in Ocerra and automatically sync to Xero.
Enabling an option to create a new supplier
By default, a new supplier creation option is disabled in Ocerra.
To enable this option, please navigate to Settings -General - and enable the "Can Add Supplier" parameter:
Creating a new supplier on the invoice
In the Supplier field, you will now see a plus symbol. Click on it and add Supplier name in the pop up screen, e.g.:
When you export this invoice, a new supplier card will be created in Xero and saved in Ocerra.
You can learn more about supplier matching on the invoice here.