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?
Go to Commerce > Products > Suppliers.
Click the Add button in the top right.
Enter a Name.
Optionally, enter a Phone number.
Optionally enter an Email address.
Optionally, enter a Website URL.
Optionally, enter a Contact person.
Enter the Billing address.
Optionally, enter an Account number.
Optionally, enter Payment terms.
Select a Currency.
Tick whether the supplier is tax registered (for VAT/GST).
Optionally, enter an Internal note.
Click the Add button.
How do I view a supplier?
Go to Commerce > Products > Suppliers.
Find the supplier you are looking for and click it.
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?
Go to Commerce > Products > Suppliers.
Find the supplier you are looking for and select Edit from the drop-down menu under More in the Options column.
Edit the supplier's details.
Click the Update button.
How do I delete a supplier?
Go to Commerce > Products > Suppliers.
Find the supplier you are looking for and select Delete from the drop-down menu under More in the Options column.
Click the Delete button.
How do I add a supplier to a product?
Go to Commerce > Products > Products.
Find the product you are looking for and click on it.
Click the Edit button in the top right.
Select a Supplier.
Click the Update button.
Note: sub products will inherit the supplier from the product.
How do I remove a supplier from a product?
Go to Commerce > Products > Products.
Find the product you are looking for and click on it.
Click the Edit button in the top right.
Clear the Supplier.
Click the Update button.
How do I add a supplier to multiple products?
Go to Commerce > Products > Products.
Tick the checkboxes of the products you want to add a supplier to.
Click the dropdown menu below the product list.
Scroll down to Change supplier.
Select the supplier you wish to add to the products.
Click the Go button.
Note: sub products will inherit the supplier from the product.
How do I remove a supplier from multiple products?
Go to Commerce > Products > Products.
Tick the checkboxes of the products you want to add a supplier to.
Click the dropdown menu below the product list.
Scroll down to Remove supplier.
Click the Go button.
How do I associate a Xero contact to a supplier?
Note, Xero must be connected first.
Go to Commerce > Products > Suppliers.
Find the supplier you are looking for and click on it.
Click the External records tab.
Click the Edit button in the Options column.
Select a Xero contact.
Click the Update button.