Suppliers
Applies toEvery plan, including free BasicAdvanced Inventory add-onNeeds Inventory · Modify; Inventory · ViewUsually owner, manager
A supplier list lets you attach a vendor to a purchase order without retyping their contact details.
Before you start
- The Advanced Inventory add-on.
- The Inventory · Modify permission.
Steps
1
Open Suppliers
Go to Advanced Inventory → Suppliers and tap New Supplier.
2
Enter the details
Only the Name is required. You can add a code, email, phone, address, contact person, payment terms, lead time, currency and notes.
3
Save
The supplier is now in the picker on purchase orders.
4
Edit or remove
Open a supplier to change its details or the Enable switch. Tap Delete and confirm, or use the ⋮ menu on its card.
What happens next
- The supplier shows in the searchable picker on purchase orders, which fills in its name and email.
Edge cases
- Past orders keep what was recorded. A purchase order keeps the supplier name and email as written, so changing or removing a supplier does not change past orders.
- Delete hides it. The supplier leaves the list and the picker, and its record is kept.
- A one-off supplier can be typed on an order without saving it.
- Preferred supplier. Set one on a product so auto-reorder drafts carry it. See Low-Stock Alerts and Auto-Reorder.
Works with
| Add-on or plan | What changes on this page |
|---|---|
| Advanced Inventory add-on | Required for locations, purchase orders, suppliers, transfers and audited adjustments. It is the one add-on not unlocked during a free trial: activate it with a saved payment method on file. |