Suppliers
Keep your suppliers' details and terms alongside your customers, ready to drop onto purchase orders. One tidy list means faster ordering and a clear record of who you buy from.
Creating a Supplier
Go to Suppliers → New Supplier (manager/admin only). Fill in the supplier details:
- Supplier Name (required).
- Supplier Code - Your internal code (e.g., SUP-001).
- Tax ID - Supplier's VAT or tax number.
- Contact Person - Name of your main contact at this supplier.
- Email - Used as the recipient when emailing purchase orders.
- Phone and Website - For reference.
- Billing Address - Line 1, Line 2, City, State/Province, Postal Code, Country.
- Payment Terms (days) - How many days you have to pay after receiving their invoice.
- Currency - The currency for orders placed with this supplier (EUR, USD, GBP, CHF).
- Notes - Internal only.
Supplier statuses: Active → Archived. Archived suppliers are hidden from drop-downs.