Suppliers / Vendors

Supplier / Vendor records are referenced when creating Purchase Orders (POs). Keeping this information complete makes it easier to track orders and compare prices across suppliers.

Steps — Add a New Supplier

1. Go to Master Data → Suppliers
2. Click + Add Supplier
3. Fill in the required fields
   • Company / Store Name
   • Contact Person
   • Phone Number
   • Email (if available)
   • Address
4. Click Save

Edit a Supplier

1. Find the supplier in the list or use the search box
2. Click the ⋯ (More) button and select Edit
3. Update the required fields and click Save

CSV Import

If you have a large number of suppliers to add, you can import them all at once.

1. Click Import CSV
2. Download the template and fill in the data in the required format
3. Upload the file and click Confirm

Tip

Add your suppliers to the system before creating the first Purchase Order, as the “Supplier” field on the PO creation page draws directly from this list.