Overview
The Suppliers page displays every supplier in alphabetical order, with their last order date, total number of orders, and an option to archive. Use it to find, edit, or archive supplier records, or to check whether a supplier already exists before creating a new one.
👥 Access permissions
Only users with access to Suppliers can view the Suppliers main page. Review user roles before granting access.
📍 Location in the app
Purchasing>SuppliersGlobal Search > search for a specific supplier
Key features
Search suppliers
Search by supplier name to find a record for editing or archiving, or to confirm whether a supplier already exists.
📝 Note
Partial word searches are supported. For example, typing "eng" returns results like "Test Engineering".
Show archived suppliers
Tick the Show archived suppliers checkbox to display archived suppliers in the list.
📝 Note
Suppliers cannot be deleted. They can only be archived to remove them from the active view.
Archive icon
Click the Archive icon to archive the suppliers selected via checkbox. Available once one or more checkboxes are ticked.
Add new Supplier
Click Add new supplier to create a new supplier record. When an accounting integration is connected, a corresponding supplier can be created in the accounting package automatically, with both records linked from the start.
Checkboxes
Tick one or more checkboxes to select suppliers for bulk archive.
Sort
Sort the list by Supplier Name, Last Order, or Total Orders, in ascending or descending order.
Rows per page
Choose how many results appear per page using the dropdown.
📝 Note
The maximum rows per page on the Suppliers main page is 35.