Purchasing setup guide
Suppliers
Manual or import
Suppliers are the businesses you buy from. Add suppliers before adding products so each product can be linked to its source. Suppliers also drive the supplier-side of the unified contacts list.
Add one supplier manually
Open Suppliers and use Add supplier. Capture supplier name, address, country, county or region, postcode, email, telephone, mobile, and website. In edit mode, changes save in place while you work, and you can mark a supplier inactive without removing historic records.
Import suppliers in bulk
Download Template, fill the .xlsx, then choose Import. Supplier imports follow the same upload, preview, and confirm flow as the other import tools, with live progress during import.
Search and status filters
The supplier list can be searched by name, supplier name, email, or postcode. Filter the grid by Active, All, or Inactive suppliers so paused relationships stay visible without cluttering the main working list.
Import error export
If any supplier rows fail validation in the preview, use Export errors to download suppliers-import-errors.xlsx for correction and re-upload.
Linking contacts and products
From a supplier record, add the people you deal with as contacts and link the products you buy from that supplier. The same contact can sit on a customer and a supplier at the same time.
Deleting suppliers
Use inactive status for suppliers you no longer buy from but still need for historic products, invoices, or audit context. Deletion is protected where related records still depend on the supplier, so inactive is usually the safer operational choice.
