Suppliers

Contacts → Suppliers holds everyone you buy from, with the purchasing defaults that pre-fill each purchase order you raise. Bring suppliers in by spreadsheet or add them one at a time, then use each supplier's own tabs to track their stock and your payables, and merge duplicates when they creep in. The reference pages cover the importer's columns, the list, and the detail page.

To…	Go to…
keep the named people at a supplier, with roles, and pick the primary contact	Keep a contact book for customers, suppliers, and warehouses
look up the suppliers list's columns, filters and inline edits	The suppliers list — columns, filters & inline edit
find your way around the supplier detail page's tabs	Supplier detail page reference

Manage suppliers

Create and edit suppliers, set lead times and price breaks, keep their documents, track their stock and payables, and merge duplicates. Start at Manage suppliers.

To…	Go to…
add a supplier and manage its settings and purchasing defaults	Create & edit a supplier
set how long a supplier takes to deliver, per warehouse	Set a supplier's lead times, per warehouse
create supplier price lists and use them for volume price breaks	Set up supplier pricing tiers and price breaks
keep a supplier's original price list files and other documents	Keep a supplier's price lists and documents
track a supplier's own stock alongside yours	Track supplier inventory
see a supplier's open invoices, payments, credits and deposits	Track a supplier's payables
combine two duplicate supplier records into one	Merge duplicate suppliers

Import and export

Create or update suppliers in bulk from a spreadsheet, export them, and look up every importable column. Start at Import and export.

To…	Go to…
create or update many suppliers from a spreadsheet	Import suppliers from a spreadsheet
export suppliers and bulk-edit their tax rate or currency	Export suppliers
look up every column the supplier importer accepts	Importable supplier columns reference