What are suppliers?

Suppliers provide you with a way to record the organisations that supply the products that you sell. Once you have added a supplier, you can then add the supplier to specific products. This then allows you to raise purchase orders for these products from the associated supplier.

How do I add a supplier?

  1. Go to Commerce > Products > Suppliers.

  2. Click the Add button in the top right.

  3. Enter a Name.

  4. Optionally, enter a Phone number.

  5. Optionally enter an Email address.

  6. Optionally, enter a Website URL.

  7. Optionally, enter a Contact person.

  8. Enter a Line 1.

  9. Optionally, enter a Line 2.

  10. Enter a Town / City.

  11. Optionally, enter a State / County / Province / Region.

  12. Optionally, enter a ZIP / Postcode.

  13. Select a Country.

  14. Optionally, enter an Account number.

  15. Optionally, enter Payment terms.

  16. Select a Currency.

  17. Optionally, enter an Internal note.

  18. Click the Add button.

How do I view a supplier?

  1. Go to Commerce > Products > Suppliers.

  2. Find the supplier you are looking for and click it.

  3. You'll see a full overview of this supplier as well as tabs that can be used to view the Products and External records for this supplier.

How do I edit a supplier?

  1. Go to Commerce > Products > Suppliers.

  2. Find the supplier you are looking for and select Edit from the drop-down menu under More in the Options column.

  3. Edit the supplier's details.

  4. Click the Update button.

How do I delete a supplier?

  1. Go to Commerce > Products > Suppliers.

  2. Find the supplier you are looking for and select Delete from the drop-down menu under More in the Options column.

  3. Click the Delete button.

How do I add a supplier to a product?

  1. Go to Commerce > Products > Products.

  2. Find the product you are looking for and click on it.

  3. Click the Edit button in the top right.

  4. Select a Supplier.

  5. Click the Update button.

Note: sub products will inherit the supplier from the product.

How do I remove a supplier from a product?

  1. Go to Commerce > Products > Products.

  2. Find the product you are looking for and click on it.

  3. Click the Edit button in the top right.

  4. Clear the Supplier.

  5. Click the Update button.

How do I add a supplier to multiple products?

  1. Go to Commerce > Products > Products.

  2. Tick the checkboxes of the products you want to add a supplier to.

  3. Click the dropdown menu below the product list.

  4. Scroll down to Change supplier.

  5. Select the supplier you wish to add to the products.

  6. Click the Go button.

Note: sub products will inherit the supplier from the product.

How do I remove a supplier from multiple products?

  1. Go to Commerce > Products > Products.

  2. Tick the checkboxes of the products you want to add a supplier to.

  3. Click the dropdown menu below the product list.

  4. Scroll down to Remove supplier.

  5. Click the Go button.

How do I associate a Xero contact to a supplier?

Note, Xero must be connected first.

  1. Go to Commerce > Products > Suppliers.

  2. Find the supplier you are looking for and click on it.

  3. Click the External records tab.

  4. Click the Edit button in the Options column.

  5. Select a Xero contact.

  6. Click the Update button.

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