Overview
Supplier management lets you create and maintain supplier profiles, store business and contact details, define services and rates, and streamline Purchase Order creation from predefined supplier information.
Accessing and creating Suppliers profiles
Navigate to the sidebar, click More
Select Suppliers
Click New Supplier
When creating a supplier, you can add the following details:
Supplier name
Contact information
Phone number
Currency
Tags
Managing supplier details
Once a Supplier is created, you can add or update information at any time. Supplier details can be managed in two ways:
By selecting the three-dot menu next to a supplier’s name
By clicking directly into the supplier profile
Within the supplier profile, you can manage:
Description
Information
Files & links
Services & Rates
Contacts
Services & Rates
When adding a service, select a unit type from the following options:
Flat
Per Hour
Per Day
Per Item
Per Word
Per Week
Per Month
Per Quarter
Per Year
Then complete the remaining fields:
Price
Description
Category
Once added, these services and rates automatically populate when creating a Purchase Order, allowing you to quickly add line items by selecting the supplier’s service type.
Add Contacts
Contacts can be added or edited to ensure the correct point of communication for billing or coordination.
To add a contact:
Click the “+” button in the Contacts section on the right side of the supplier profile.
Enter the contact’s details, including:
Name
Email address
Optional fields: Job title and Phone number
Once added, contacts can be edited at any time to keep information up to date.
Create a Purchase Order
A Purchase Order can be created in two places:
From within a Supplier profile, or
From the Purchase Orders section
If created from a supplier profile, you can view and manage it by navigating to the Purchase Orders tab within that supplier:
