Suppliers

A complete searchable and sortable list to centrally manage your Suppliers

Updated over a week ago

Suppliers overview

The Suppliers page displays a list of your Suppliers (in alphabetical order), their last order date, the total number of orders, and the option to Archive.

Finding this page in app:

  • Purchasing > Suppliers

  • Global Search to search for a Supplier


Suppliers page features

🗒️ Note: Suppliers cannot be deleted, use Archive to remove a Supplier from view.


Search Suppliers

Search by Supplier name.

🗒️ Note: adding a partial word in Search i.e. typing “eng” will return any business with “eng” in their title eg “Test Engineering”


View/show Archived Suppliers

Use the checkbox to show archived suppliers.

🗒️ Note: Suppliers can only be archived, and not deleted.


Checkbox

Select one or more (for bulk updates) Suppliers you want to archive to using Checkboxes to Archive.


Archive

Archive one or more Suppliers using the checkbox and/or kebab/other options menu.

🗒️ Notes: a popup appears to undo the archive; if not undone the Order will be moved to Archived.

Orders cannot be deleted, they are moved to Archived.

To view archived Orders, select Archived from the Statuses dropdown menu.


Creating/Add New Supplier

Add a new Supplier to the list of Suppliers.

🗒️ Note: syncing with your accounting package will enable all of your existing suppliers (and customers) be updated in Factory, and send Sales and Purchase Orders (if required).

  • Select Add new supplier and enter the following to create a new supplier:

    • Supplier name (a mandatory field)

    • Address

    • Suburb/City

    • Postcode

    • State

    • Phone (must use format (xx) xxxx xxxx)

    • Email (must be a valid field i.e. it must have a user name, an @, and a domain)

    • Enable Create supplier in accounting package where you want the Supplier to be created in your Accounting package.

    • Click Save to save, or Cancel to cancel.


Sort

Sort columns by Supplier, Last Order and Total Orders in ascending or descending order.


View

Set the maximum number of results displayed on a page using the dropdown in the bottom right corner, and if required, use the arrows to navigate between pages.


View Purchases by Supplier

Click on a Supplier to view the Purchase History (all purchases made through a Supplier).


Linked resources

Did this answer your question?