Suppliers
Manage your vendor relationships, track contact information, and streamline your purchasing process.
What are suppliers?
Suppliers (or vendors) are the businesses you purchase inventory from. Keeping supplier information organized helps you quickly create purchase orders, track who supplies what, and maintain vendor relationships.
Supplier records help you:
Streamline purchasing
Quickly select suppliers when creating purchase orders
Keep contacts handy
Store phone, email, and contact person details in one place
Track product sources
Know which supplier provides which products
Maintain records
Keep notes about terms, lead times, and special arrangements
Adding a supplier
Steps to add a supplier
Supplier information
Each supplier record can store the following information:
Supplier Name
RequiredThe company or business name. This is the only required field.
Contact Person
Your primary contact at this supplier (sales rep, account manager, etc.)
Email address for orders, inquiries, or correspondence
Phone
Phone number for quick communication or urgent orders
Address
Physical address for deliveries, pickups, or reference
Notes
Payment terms, lead times, minimum orders, or other details
Tip: Use the notes field
Store useful information like payment terms (Net 30), minimum order amounts, delivery schedules, or account numbers in the notes field.
Managing suppliers
Find suppliers
Use the search bar to quickly find suppliers by name or contact info
Edit details
Update contact information, address, or notes as things change
Delete suppliers
Remove suppliers you no longer work with
Before deleting a supplier
Check if there are open purchase orders with this supplier. Deleting a supplier does not delete associated purchase orders, but you won't be able to create new orders for them.
Using suppliers
In purchase orders
When creating a purchase order, you select a supplier from your list. The order is then associated with that supplier, making it easy to track what you've ordered from whom.
Learn about purchase orders→Supplier history
View all purchase orders for a specific supplier to see your ordering history, track spending, and identify your most-used vendors.
Best practices
Keep information current
Update contact details when you get new information. Outdated contacts slow down reordering.
Add backup contacts
Include secondary contact info in notes in case your primary contact is unavailable.
Document terms
Record payment terms, lead times, and minimum orders so anyone on your team can place orders.
Review periodically
Remove suppliers you no longer use to keep your list clean and relevant.