Suppliers

The suppliers list holds every firm you buy from. A supplier needs to exist before you can send them a request for quote or raise a purchase order.

Before you start

  • Have the supplier's address and tax details ready.
  • Know which manufacturers and product categories the supplier deals in. The app uses this to suggest suppliers when sourcing items.

Add a supplier

  1. Open Data Entry in the sidebar and click Suppliers.
  2. Click Add Supplier.
  3. Fill in the form across its three tabs:
    • Basic Info — name and address fields.
    • Business & Tax — tax details and Default PO Terms & Conditions (optional). These terms will pre-fill when sending purchase orders to this supplier.
    • Makes & Categories — pick from Makes / Manufacturers and Product Categories.
  4. Save.

The supplier appears in the list. Add their contact persons next — see Supplier contacts.

Find a supplier

Use the Search suppliers… box at the top of the list. The search narrows the list by supplier name.

Manage contacts

Each row has an Update Contacts button (or View Contacts if you do not have permission to add or edit suppliers) that opens the supplier contact persons screen.

Edit

If you have permission to edit suppliers, each row shows an Edit button.

Manage manufacturers

If you have permission to edit product heads, the page header shows a Manage Manufacturers button — see Manufacturers.

Common questions

What is a "make"?

A make is a brand or manufacturer — for example, Siemens or Schneider. Suppliers are often associated with the brands they carry, which makes shortlisting easier when sourcing items.

How do I add a new manufacturer?

Use the Manage Manufacturers button on the Suppliers page. See Manufacturers.

What are Default PO Terms?

When you send a purchase order to a supplier, the Terms & Conditions field is pre-filled. If you set Default PO Terms & Conditions on the supplier, those are used. Otherwise, the firm-wide default from Settings → Firm Customisation → PO Personalisation applies. This lets you maintain supplier-specific terms for vendors with special agreements.

Last updated 2026-05-04