Suppliers

Add suppliers, keep their contacts and terms in one record and see how each one performs.

Updated 23 September 2026

On this page

Why: Buying well starts with knowing who you buy from, on what terms and how reliably.
What: The Suppliers area holds one record per supplier, beside your customers, with contacts, terms, prices, quotes, orders and performance.
How: Open /app/suppliers, add or import suppliers, then work from each record.

Add suppliers

Step 1.
Open /app/suppliers on the Suppliers view.
Step 2.
Choose New supplier and give the company, currency, payment terms, lead time and the categories it supplies.
Step 3.
Or choose Import suppliers with a CSV that has a company column; email_domain, vat_number, currency, payment_terms, lead_time_days, categories and account_ref are optional.
Step 4.
Or choose From a customer for a company you both buy from and sell to. It copies the company, its addresses, VAT number and contacts and links the two records.

The supplier record

Tab	What it holds
Overview	Trading terms (status, currency, payment terms, incoterm, lead time, minimum order value, carriage paid over, freight, duty), categories, website, email domain, VAT number, rating, notes and approval
Contacts	Their people and the one primary contact a request goes to by default
Prices	Their price lists
Quotes	Every request sent to them and its state
Orders	Their purchase orders
Performance	Orders and lines in twelve months, on time, average days late, received, rejected, purchase price variance, spend and last order

Prices, Quotes and Orders show only to a role that can see cost. From the record: Request a quote, Raise a purchase order, Add a price list and Archive. An archived supplier takes no new requests or orders; its history stays.

The Performance tab states how many lines its figures rest on. Under five lines the count is shown and no percentage, so one late delivery never reads as a trend.

Contacts in one list

The Contacts view lists every supplier contact with the requests sent and when they were last contacted, so a bounced address is fixed without opening each record.

Who can do what

Sales and above add, edit and archive suppliers and contacts.
Engineer and above request quotes, raise purchase orders and import price lists.
Only an admin approves a supplier or withdraws the approval.
Freight and duty terms feed the landed cost on Price analysis.

Demonstration data

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