Suppliers are the vendors you buy stock from. Keeping supplier records up to date means you can raise purchase orders quickly and track what you spend with each one.
Where to find it
Open Suppliers from the main navigation. The page header reads “Suppliers.” Use New Supplier to add one.
What a supplier record holds
- Basic Information — supplier name, an optional supplier code, email, phone, and website.
- Address — street address, city, state/province, postal code, and country.
- Primary Contact — a contact name, email, and phone.
- Payment Settings — payment terms and currency.
- Status — Active or inactive. Inactive suppliers do not appear in purchase order dropdowns.
What you can do here
Tip: A supplier’s detail page shows their Recent Purchase Orders, Total Orders, and Total Spent, and has a New Purchase Order button to order from them directly.