Adding and Editing Suppliers


Latest update: - Nat Dudley

Suppliers are a feature that can help to streamline your ordering process, and to make tracking products in a group much more simply and easy.

Also, Suppliers can be used to add a standard markup to any products bought from them to speed up pricing and product entry.

To add a supplier, go to your Products, then Suppliers, and click ‘New Supplier’.

This will bring up this screen:

Details

Supplier Name: This is the name of the supplier that will be displayed in your Supplier list, and on any invoices addressed to this supplier.

Default Markup: When you assign this supplier to a product you're creating, this markup will automatically be applied. This does NOT apply to existing products or products created via CSV import.

Description: This field is used for any additional information needed about the Supplier that isn’t covered elsewhere. This field is great for adding info on additional contacts, secondary phone or emails, or any other info needed.

Contact Information

Company, Contact Name, Phone, Mobile, Fax, Website, Twitter: All of these are fairly standard fields for names, primary phone, fax, and so on.

Email: The Email field will automatically add the supplier’s email address to any orders being emailed from within the system.

Address:

Street, Suburb, City, Postcode, Stat, Country: These are just to track the location of the supplier for orders and records, and do not have to be filled out, but are useful for records.

Same as Physical address: Using this link will copy the information under the ‘Physical Address’ fields into the ‘Postal Address’ fields.

Using Suppliers on Products

Suppliers can be set on products. This is a great way to streamline your ordering process and better track data for those items.

Important Once a product is set for one supplier, there is no way to order it from a different supplier.

If you find that you need to order an item from multiple suppliers, it may be best to leave the supplier field blank in the product edit screen, or alternately, to not name the supplier on your order.

Using Suppliers in Stock Orders

Suppliers are a key point in stock orders to make the process of creating the order a bit faster and to automatically fill in some of the information for the Supplier. You can read more about stock orders here.

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