Add a supplier

Add a supplier before you can price stock from them or raise a purchase order against them.

1. Go to Purchasing → Suppliers, then select New supplier.
2. If you belong to more than one organisation, choose the Organisation the supplier belongs to.
3. Enter a Name. Names must be unique within an organisation, so check the list before creating a new record. Add a Legal name too, if it differs from the trading name.
4. Add contact details: Email, Phone, Website.
5. Add the Address: line 1, line 2, city, region or state, postcode, country.
6. Set the Currency you buy from this supplier in.
7. Set Payment terms — a number of days, plus how those days are counted: days after the bill date, days after the bill month, of the current month, or of the following month.
8. Under Purchasing, set Price tolerance % and Quantity tolerance % — the match tolerances used when checking this supplier's invoices. Leave either blank and it behaves as zero: any price difference at all, or any quantity invoiced above what's still uninvoiced against the goods receipt, holds the invoice for someone to approve.
9. Add any Notes.
10. Save the supplier.

Creating a supplier needs the Create suppliers & purchase orders permission — see purchasing permissions if the option isn't available to you.

Suppliers can't be deleted or archived

There is no way to delete or archive a supplier from the interface, so avoid creating duplicates — check the supplier list first. A supplier you no longer buy from simply stays in the list.

Once the supplier exists, set what it charges — see set supplier prices.