Guide
Adding a new supplier
Create a supplier record so it can be picked on any purchase order, and set the defaults new orders copy from it.
Suppliers are created on the Suppliers page, on a tablet or desktop. The phone's supplier list is for looking suppliers up; creating and editing stay on the larger screen, where the full terms form fits.
Create the supplier
- Open Suppliers and click + Add supplier on the "Add a supplier" card.
- Enter the Supplier name. It is the only required field.
- Fill in whatever else you have: contact name, email, country, a payment terms note, currency (it starts at USD), and notes.
- Optionally set the defaults new purchase orders copy from this supplier: Default supplier notes, Default receiving instructions, and Default payment terms. A new order pre-fills from them, and every order can still override them.
- Click Create supplier.
The supplier can then be selected on any purchase order. A purchase order can also go to an ad hoc recipient typed straight onto the order, without a supplier record.
Who can add suppliers
Owners, admins, planners and purchasing members. Other roles see the supplier list and scorecards, with a note that their role can view suppliers but not create or edit them.
In the sample workspace nothing can be saved, so the "Add a supplier" card does not appear there.