Add a supplier
Save a supplier with their contact details, payment days and currency, ready for purchase orders and bills.
A supplier is anyone you buy from. Save them once, and their details, payment days and currency fill in on every request for quotation, purchase order and bill.
Steps
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Open Purchases, then the Suppliers tab. Click New supplier.
Open Suppliers -
Type the name, email and phone. Requests for quotation and purchase orders are emailed to this address.
Name, email and phone -
Add the address and tax number.
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Set the payment days and currency. Pay bills within (days) sets the due date on their bills. The currency is the one their orders and bills start in.
Payment days and currency -
Click Save supplier. Their page lists their orders and bills, and what you still owe them.
Save the supplier
Tip Making an order or bill for someone new? Click + New next to the supplier field.
Good to know
- Private notes are for your team only.
- See what you owe each supplier, and how late, in Finance & Accounting → Aged → You owe suppliers.