Add and manage suppliers

A supplier record is the source of every purchase order you raise. Setting it up well means new POs pre-fill with the right currency, terms, and contact.

Add a supplier

1. Go to Suppliers → Suppliers and click New supplier.
2. Enter the supplier name and a billing or shipping address.
3. Set defaults: currency, payment terms, and lead time.
4. Add at least one contact for sending purchase orders.
5. Save.

These defaults carry onto every PO you create for the supplier, so you set them once.

Keep records current

• Update terms or currency when a supplier renegotiates — changes apply to new POs, not existing ones.
• Mark a supplier inactive instead of deleting it to keep historical POs intact.
• Use the supplier’s profile to review open POs and past activity in one place.

You cannot delete a supplier that has purchase orders attached. Set it to inactive to hide it from new-PO selection while preserving its history.

What else lives on a supplier

A supplier record links to related details covered in their own articles:

• Supplier contacts — who receives POs
• Supplier pricing and price lists — agreed item costs
• Supplier quote requests (RFQs) — sourcing before you buy

Next steps

With a supplier in place, create a purchase order.