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Introduction

The Suppliers section helps you maintain a database of vendors who provide products to your business. Track supplier contact information, manage relationships, and streamline your product ordering process.

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Key Features

  • Supplier Database: Centralised list of all your product vendors
  • Contact Management: Store supplier names, contact persons, emails, and phone numbers
  • Integration: Linked to Product Orders for streamlined ordering

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Managing Suppliers

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Viewing Your Supplier List

  1. Navigate to Suppliers in the sidebar
  2. View the table showing all suppliers with:
    • Supplier Name (business name)
    • Contact Name (person at the supplier)
    • Email
    • Phone

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Adding a New Supplier

  1. Click the Add supplier button (top right)
  2. Fill in the supplier form:
    • Supplier Name (Required): The business or company name
    • Contact First Name (Optional): First name of your sales rep or contact person
    • Contact Last Name (Optional): Last name of your sales rep or contact person
    • Email (Optional): Supplier’s email address
    • Phone Number (Optional): Supplier’s contact phone
  3. Click Save to add the supplier

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Editing a Supplier

  1. Find the supplier in the list
  2. Click the Edit (pencil) icon
  3. Update any information
  4. Click Save to store changes

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Deleting a Supplier

  1. Click the menu (three dots) next to the supplier
  2. Select Delete
  3. Confirm the deletion
Only delete suppliers you no longer work with. Consider keeping historical suppliers for record-keeping, even if inactive.

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FAQs

Q: Can I add a supplier without contact information? A: You need at least the supplier name. Contact info is optional but recommended. Q: What if I have multiple contacts at one supplier? A: Add the primary contact. You can update this as your main contact changes. Q: What happens to orders if I delete a supplier? A: Historical orders remain, but you won’t be able to create new orders for deleted suppliers. Q: How do I reactivate a deleted supplier? A: You’ll need to add them again as a new supplier. Consider keeping inactive suppliers instead of deleting.
With an organised supplier database, you’ll streamline your ordering process, maintain vendor relationships, and always have contact information at your fingertips when you need it.