How to add and manage suppliers and supplier groups

Step 1: Open Suppliers

In Expenses and Procurement, open the Suppliers tab. You see every supplier with their contact details, credit limit and status. Filter by group with All Groups, or bring in a list with Import Suppliers. Press Add Supplier.

Step 2: Fill in their details

Enter the Name, and add an email, phone numbers, agent (your contact person), address, Credit Limit and a photo or logo. Choose a Supplier Group if you use them. Press Add Supplier.

Supplier groups

Groups help you sort suppliers - for example Preferred Vendors or Produce. Press + beside Supplier Group, type a Group Name and press Create Group. Existing groups are listed underneath, where you can rename them.

Good to know

• The supplier's email is used when you Send them a purchase order.
• You can set a primary and backup supplier on each product, so purchase orders know who to order from.