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Suppliers

Suppliers are the companies you buy from. Add them once, pick one as an item’s preferred supplier, and reorder suggestions put that item on the right draft order.

Open your dashboard

Adding a supplier

  1. Open Suppliers in the sidebar and click New supplier.
  2. Enter the name. Contact person, email, phone and lead time are optional; website, address and notes are under More details.
  3. Click Add supplier. Click a supplier in the list later to edit or delete it.

Lead time is the usual number of days from placing an order to receiving it. Leave it blank if you don’t know it yet.

Preferred suppliers and reordering

In an item’s editor, under Alerts and reordering, choose its preferred supplier. When you open Reorder suggestions and click Create draft receiving orders, the app makes one draft order per supplier. Items without a preferred supplier go onto a single “Unassigned” draft.

Suppliers on orders

The Supplier field on a receiving order suggests your saved suppliers as you type, but you can still type any name. Sending orders use the same field for the customer.

Importing items from a spreadsheet? A Supplier column is matched by name, and names that aren’t in Suppliers yet are added for you.

Other sections: Orders · Inventory · Reports