Suppliers is your address book for the vendors you buy from. Keeping your supplier records up to date means you can quickly link them to purchase orders, track order history per supplier, and always have their contact details on hand.
Adding a Supplier
Go to Suppliers in the sidebar and click Add Supplier. Fill in:
Name — the company or vendor name (required)
Email — primary contact email
Phone — contact phone number
Address — their business address
Notes — anything useful like your account number, payment terms (e.g. Net 30), or preferred contact
Click Save to add them to your list.
Viewing and Editing Suppliers
The Suppliers page lists all your vendors with their name, contact email, phone number, and how many purchase orders are linked to them. Click any supplier to open their details and edit any field.
Deleting a Supplier
Open the supplier and click Delete. You’ll be asked to confirm. Note that you can’t delete a supplier who is linked to existing purchase orders — remove or reassign those orders first.
Linking Suppliers to Purchase Orders
When you create a purchase order, you select a supplier from your list. This ties the order to that vendor so you can:
See all orders from a specific supplier in one place
Track how often and how much you order from each vendor
Keep a full history of your supplier relationships
Tips
Always fill in the Notes field with your account number if you have one — it saves time when placing repeat orders
Record payment terms (e.g. “Net 30, 2% early payment discount”) so you have them without needing to look them up
Update contact details whenever they change; outdated info causes delays when you need to reach a supplier quickly