Suppliers

Manage your supplier database, contacts, and associated products.

The Suppliers section is your central directory of all vendors and manufacturers you work with. Keep supplier details, contact information, and product associations organised in one place.

Suppliers

Overview

Every supplier in your system has a profile containing:

  • Company details — Name, website, and business information
  • Contact information — Primary contacts, email addresses, phone numbers
  • Address — Business address for correspondence and deliveries
  • Product associations — Which products this supplier provides
  • Notes and history — Records of interactions and important notes

Managing suppliers

Adding a new supplier

Go to Suppliers

Navigate to Product → Suppliers in the sidebar.

Click 'Add Supplier'

Open the new supplier form using the create button.

Enter supplier details

Fill in the supplier name, contact information, address, and any relevant notes. The supplier name is required — other fields can be added later.

Save

Save the supplier. They'll now appear in your supplier list and be available for selection throughout the platform.

Searching and filtering

The supplier list supports:

  • Text search — Search by supplier name or other details
  • Sorting — Sort by name, date created, or other columns
  • Pagination — Navigate through large supplier lists

Editing a supplier

Click on any supplier in the list to open their detail view. From here you can update any of their information, view associated products, and see purchase order history.

Supplier associations

Suppliers can be linked to:

  • Products — Associate a supplier as the source for specific products
  • Purchase orders — Track orders placed with this supplier
  • Sourcing activities — Link to sourcing records during procurement
  • Development projects — Connect suppliers to products in development

Supplier data in other features

When creating purchase orders or sourcing activities, you'll be able to select from your supplier list. Keeping supplier records up to date ensures this information is accurate across the platform.

Importing suppliers

If you have a large number of suppliers to add, you can use the bulk import feature found under Insights → Import → Suppliers. This accepts CSV files and lets you map columns to supplier fields.