Add a supplier

Add a supplier so you can raise purchase orders and track your spending with them.

Open the form

1. Open Suppliers.
2. Click New Supplier (or Add Supplier). The page header reads “Add Supplier.”

Fill in the details

1. Under Basic Information, enter the Supplier Name (required). You may add a Supplier Code — leave it blank and one is generated automatically. Add the Email, Phone, and Website if you have them.
2. Under Address, enter the street address, city, state/province, postal code, and country.
3. Under Primary Contact, add a contact name, email, and phone.
4. Under Payment Settings, set the Payment Terms and Currency.
5. Add any Notes about the supplier.
6. Under Status, leave Active ticked so the supplier is available for purchase orders.

Save

Click Create Supplier. You are taken to the new supplier’s page with a confirmation message.

Tip: Only the Supplier Name is required — you can fill in the rest later by editing the supplier.