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Suppliers are the vendors you buy ingredients from. Add suppliers before creating purchase orders so you can assign them to POs.

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Overview

  • Add suppliers with name, phone, email, and address
  • Edit or delete suppliers
  • Search suppliers
  • Assign a preferred supplier to inventory items

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Prerequisites

  • The Inventory module must be enabled.
  • You need permission to manage Suppliers (Show Supplier).

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Step-by-Step Actions

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1. Open Suppliers

Suppliers
  1. In the left sidebar, expand Inventory.
  2. Click Suppliers.
  3. The Suppliers page opens.

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2. Add a new supplier

  1. Click Add Supplier or Add.
  2. Enter:
    • Name
    • Phone
    • Email (optional)
    • Address (optional)
  3. Click Save or Add.

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3. Edit a supplier

  1. Find the supplier in the list.
  2. Click Edit.
  3. Update the details.
  4. Click Save.

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4. Delete a supplier

  1. Find the supplier.
  2. Click Delete.
  3. Confirm.
  4. Note: You may not delete a supplier with purchase orders. Handle those POs first.

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5. Assign preferred supplier to inventory items

  1. Go to Inventory Items.
  2. Edit an item.
  3. In Preferred Supplier, select the supplier.
  4. Save. When you create a purchase order, this supplier can be suggested.

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Common Mistakes and How to Avoid Them

MistakeHow to avoid
Missing contact detailsAdd phone and email so you can reach suppliers when reordering.
Deleting supplier with POsComplete or reassign purchase orders before deleting a supplier.
Duplicate suppliersUse the search to avoid adding the same supplier twice.

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End Result

  • Suppliers are set up with contact details.
  • You can create purchase orders and assign suppliers.
  • Inventory items can have a preferred supplier for faster ordering.