Required role: Owner or Admin, or a custom role with permission to create suppliers.
Steps
1
Go to Suppliers
In the left sidebar, click Suppliers.
2
Click Add Supplier
Click Add Supplier in the top-right corner.
3
Enter supplier details
Fill in:
- Name — the supplier’s company name (required)
- Supplier Code — your own reference for the supplier
- Contact Name, Email, and Phone — your main contact
- Payment Terms — for example, “Net 30”
- Address — the supplier’s address
- Notes — account numbers or other details
4
Save
Click Create. The supplier appears in your list and can be selected on purchase orders.
Next steps
Manage supplier details
Edit or delete a supplier.
Create a purchase order
Start ordering from your suppliers.