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 add the suppler 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 Website > Products.

  2. Select Suppliers from the menu on the left.

  3. Click Add in the top right.

  4. Enter a Name for the supplier.

  5. Optionally, enter a Phone number, Email address, Website URL and Contact person.

  6. Enter a Billing address for the supplier, Line 1, Town / City and Country are required.

  7. Optionally, enter an Internal note.

  8. Click Add, this will return you to Website > Products > Suppliers where a success message will be displayed.

How do I view a supplier?

  1. Go to Website > Products.

  2. Select Suppliers from the menu on the left.

  3. Find the supplier in the table and click View in the OPTIONS column.

  4. 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.

  5. On this screen you can delete or edit the supplier by clicking Delete or Edit in the top right.

How do I edit a supplier?

  1. Go to Website > Products.

  2. Select Suppliers from the menu on the left.

  3. Find the relevant supplier and click More in the Options column.

  4. Select Edit from the drop-down menu.

  5. Change the details of the supplier.

  6. Click Update to save, this will return you to Website > Products > Suppliers where a success message will be displayed.

How do I delete a supplier?

  1. Go to Website > Products > Suppliers.

  2. Find the supplier and click More in the Options column.

  3. Select Delete from the drop-down menu.

  4. Click Delete, this will return you to Website > Products > Suppliers where a success message will be displayed.

How do I add a supplier to a product?

For new products:

  1. Go to Website > Products.

  2. Select Products from the menu on the left.

  3. Click Add in the top right.

  4. Enter a Title and follow the steps to create the product.

  5. Use the Supplier drop down in the Detail step of creating the product to select the supplier that you wish to add to the new product.

For existing products, there are two ways to add a supplier. The first way is to add a supplier to multiple products:

  1. Go to Website > Products.

  2. Select Products from the menu on the left.

  3. Tick the checkbox on the left of the table for all the products you want to add a supplier to.

  4. Click the dropdown menu below the table.

  5. Scroll down to where it says Change supplier.

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

  7. Click Go, this will add the supplier to the selected products.

The second way is to add the supplier when editing a product:

  1. Go to Website > Products.

  2. Select Products from the menu on the left.

  3. Find the relevant product and click View in the OPTIONS column.

  4. You'll see a full overview of this product ,click Edit in the top right.

  5. Use the Supplier drop down to select the supplier that you wish to add to the product.

  6. Click Update to save, this will return you to Website > Products > Product where a success message will be displayed.

Note: sub products inherit the product supplier.

How do I remove a supplier from a product?

There are two ways to remove a supplier. The first way is to remove a supplier from multiple products:

  1. Go to Website > Products.

  2. Select Products from the menu on the left.

  3. Tick the checkbox on the left of the table for all the products you want to remove a supplier from.

  4. Click the dropdown menu below the table.

  5. Scroll down to where it says Remove supplier.

  6. Click Go, this will remove the supplier from the selected products.

The second way is to remove the supplier when editing a product:

  1. Go to Website > Products.

  2. Select Products from the menu on the left.

  3. Find the relevant product and click View in the OPTIONS column.

  4. You'll see a full overview of this product ,click Edit in the top right.

  5. Clear the supplier from the Supplier drop down.

  6. Click Update to save, this will return you to Website > Products > Product where a success message will be displayed.

How do I associate a Xero contact to a supplier?

Note, Xero must be connected first.

  1. Go to Website > Products > Suppliers.

  2. Find the supplier and click View.

  3. Click the External records tab.

  4. Next to Xero contact, click Edit.

  5. Choose the right Xero contact.

  6. Click Update.

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