Suppliers

Use this page to keep a list of vendors your business buys from. Supplier names appear when you create purchase orders and can be linked on expenses.

Open the screen: Sidebar → Inventory Management → Suppliers

When do you need this?

Add suppliers before you raise purchase orders or pick a supplier on an expense. If the list is empty, purchase forms show messages like No suppliers - add in Inventory → Suppliers.

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Supplier list

What it does

Shows every supplier saved for your business. You can search by name, open a row to edit, or remove a supplier you no longer use.

Step-by-step

1. Open Inventory Management → Suppliers.
2. Wait if the table shows Loading… - the app is fetching your supplier list.
3. Read the table columns: Name, Contact, Email, Phone, Payment Terms, and Lead Time.
4. To find a supplier, enter text in Search (placeholder Search suppliers…).
5. Tap the refresh button (circular arrow) next to Add Supplier to run the search.
6. Use pagination at the bottom to change page or how many rows show per page.

Search does not run as you type

After you enter search text, tap the refresh button to update the list.

What the table shows

Column	Meaning
Name	Supplier’s business name
Contact	Primary contact person, or - if empty
Email	Supplier email, or - if empty
Phone	Supplier phone, or - if empty
Payment Terms	Net due days (for example 30 days), or - if not set
Lead Time	Typical delivery time in days, or - if not set
Actions	Edit (pencil) and Delete (trash) - only if your role allows

Common mistakes / FAQs

• I see “No suppliers found”. The list is empty, or your search matched nothing. Clear Search, tap refresh, or tap Add Supplier to create your first vendor.
• I typed in Search but nothing changed. Tap the refresh button - the list does not filter automatically while you type.
• I do not see Add Supplier, Edit, or Delete. Your role may only allow viewing. Ask your administrator for Suppliers permissions.

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Add a supplier

What it does

Opens a form so you can save a new vendor with contact details and purchasing defaults (payment terms, credit limit, lead time).

Step-by-step

1. On the Suppliers screen, tap Add Supplier.
2. In the Add Supplier dialog, enter Supplier name - at least 2 characters. This is the only required field.
3. Fill any optional fields you need (contact, email, address, payment terms, and so on). See the field table below.
4. Tap Save. The dialog closes and the new row appears in the table.
5. To leave without saving, tap Cancel.

Start simple

You only need a Supplier name to save. Add contact and payment details later through Edit.

Form fields

Field	Required?	What to enter
Supplier name	Yes	Legal or trading name (for example Fresh Farms Co.). Used on purchase orders.
Contact person	No	Person you speak to for orders (for example John Smith).
Email	No	Valid email if you enter one (for example orders@supplier.com). Used for POs and notifications.
Phone	No	Supplier phone. May pre-fill with a country code based on your business currency.
Address	No	Street and area.
City	No	City name.
State	No	State or region (for example NSW, VIC, QLD).
Country	No	Select Australia, Canada, India, or United States. May default from your currency.
Postal code	No	Postcode (for example 2000).
Tax ID	No	Tax or business number (for example ABN).
Payment terms (days)	No	Net due days (for example 30 for Net 30).
Credit limit	No	Maximum outstanding amount allowed for this supplier.
Lead time (days)	No	Typical days from order to delivery. Shows in the table as lead time.

Common mistakes / FAQs

• Save stays disabled. Enter Supplier name with at least 2 characters. Fix any red error under Email if the format is invalid.
• I see “Name is required”. Supplier name is empty or too short - enter at least 2 characters.
• Email error. Leave Email blank, or enter a full valid address (with @ and domain).

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Edit a supplier

What it does

Opens the same form with the supplier’s current details so you can update contact info or purchasing settings.

Step-by-step

1. In the table, find the supplier row.
2. Tap the Edit button (pencil icon) on the right.
3. In the Edit Supplier dialog, change the fields you need.
4. Tap Save to update the list.
5. Tap Cancel to close without saving changes.

No separate view screen

There is no read-only detail page. To see full address or tax fields, open Edit and read the form - tap Cancel if you only needed to look.

Common mistakes / FAQs

• Changes did not save. Check for red errors under any field (especially Email), then tap Save again.
• I only wanted to read details. Open Edit, review the fields, then tap Cancel.

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Delete a supplier

What it does

Permanently removes a supplier from your list. You cannot undo this from the screen.

Step-by-step

1. In the table, tap the Delete button (trash icon) on the supplier row.
2. Read the confirmation: Are you sure you want to delete this supplier? This action cannot be undone.
3. Tap Delete to confirm, or Cancel to keep the supplier.

Deleting may affect other screens

If this supplier is used on purchase orders or expenses, deleting may cause issues or be blocked by the system. Update or close related records first if you are unsure.

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Permissions and plan access

What you need	Why
Suppliers module permission	See the Suppliers menu and list
CREATE on Suppliers	Tap Add Supplier
UPDATE on Suppliers	Tap Edit (pencil)
DELETE on Suppliers	Tap Delete (trash)
Supplier purchase orders plan feature	Screen is part of inventory purchasing - your subscription must include supplier and purchase-order features

If buttons are greyed out or missing, ask your administrator to check your role and subscription.

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Where suppliers are used

Screen	How suppliers appear
Purchase (purchase orders)	Pick a supplier when creating an order
Expenses	Optional Supplier dropdown on expense records
Inventory reports	Filter by supplier where applicable

Recommended order: Add suppliers here first, then use them on Purchase.

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Related

• Inventory overview
• Purchase orders
• Storage locations
• Expenses