Add a Supplier

Required role: Admin or Manager

Steps

Go to Suppliers

In the left sidebar, click Procurement, then Suppliers.

Click Add Supplier

Click the Add Supplier button in the top-right corner.

Enter supplier details

Fill in the supplier information:

Name — the supplier’s company name
Contact name — your primary contact at the supplier
Email — the contact email address
Phone — the contact phone number
Address — the supplier’s physical or mailing address
Notes — any relevant details (e.g., account number, payment terms, preferred contact method)

Save

Click Save. The supplier will now appear in your supplier directory and be available to select when creating purchase orders.

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