The Suppliers section allows users to manage all supplier information used for purchasing inventory.
Suppliers represent the vendors or companies that provide products to your business.
Managing suppliers in the system helps streamline purchasing operations, automate purchase orders, and track supplier details efficiently.
Accessing Suppliers
To access the suppliers section:
- Navigate to System Settings.
- Open Inventory Management.
- Click Suppliers.
The page displays a list of all suppliers configured in the system.
Suppliers List
The suppliers page shows all suppliers in a table format.
The table includes the following information:
- Name – The supplier name.
- Business Name – The company or business name of the supplier.
- Purchase Order Email – Email used to send purchase orders.
- Website – Supplier website link.
- Actions – Options to edit supplier details.
Users can search for suppliers using the search bar at the top of the page.
Creating a Supplier
To add a new supplier:
- Click Add Supplier.
- Enter the supplier information.
- Click Save Changes.
Supplier Information
When creating or editing a supplier, the following fields are available.
Basic Details
- Name – The supplier name.
- Email – Supplier contact email.
- Website – Supplier website.
- Phone – Supplier contact number.
Address Information
Users can add the supplier address details:
- Country
- State/County
- City
- ZIP Code
- Address 1
- Address 2
Business Settings
Additional supplier settings include:
- Currency – Currency used when creating purchase orders for this supplier.
- Lead Time – Estimated delivery time from the supplier.
- Supplier Group – The group the supplier belongs to.
Default Supplier
A supplier can be marked as the Default Supplier.
This supplier will be used automatically for purchasing operations unless another supplier is specified.
Editing a Supplier
To update supplier details:
- Locate the supplier in the list.
- Click Edit in the Actions column.
- Modify the required information.
- Click Save Changes.
