Add and manage suppliers

You choose a supplier on each purchase order. The supplier's name, contact, phone and address are printed on your purchase orders.

Who can do this: Anyone whose role can create or edit suppliers, such as a Purchaser.

Step by step

Add a supplier

1. Go to Purchasing › Suppliers and click New.

   

2. Enter the Name and the Contact name: the person you deal with.

3. Enter the Phone. A local number starting with 0 is saved with +855.

4. Enter the Email and Address if you have them. Add a Note for your staff. It isn't printed.

5. To add their logo, click Choose image under Logo.

   

6. Click Save.

See a supplier's purchases

Click the supplier. Its Purchases tab lists the purchase orders made with it. To start one, click More › New purchase.

Change or remove a supplier

• Edit changes their details.
• More › Deactivate stops offering them on new purchases. Their purchases stay.
• More › Delete removes a supplier with no purchases.

Having trouble?

• A message says the supplier is in use: they have purchases, so they can't be deleted. Deactivate them instead.
• A supplier isn't offered on a new purchase: they're inactive. Activate them with More › Activate.

Related

• Add and manage customers