The Suppliers tab helps you organize and manage all supplier information in one place. From here, you can quickly search for existing suppliers, add new ones, and keep track of important details such as contact information, addresses, account balances, and internal notes. You’ll also find tools to import or export data, customize fields, and maintain a clean supplier database.
Search
Use the Search function to quickly locate a supplier from your list and save time.
Add New Supplier
Create a new supplier record by entering all the necessary details. This ensures you have complete and accurate information for future reference.
You can enter:
Company Name
First Name
Last Name
E-Mail
Phone Number
Select Image (optional)
Address Information
Note: Only the fields marked in red are required, you can leave the rest blank if they don’t apply.
Drop menu
The drop menu provides advanced supplier management tools, helping you keep your database organized and up to date.
The drop menu includes:
Import suppliers via Excel.
Download an Excel template for adding new suppliers or updating existing supplier records.Export suppliers to Excel.
Export all supplier data into an Excel file for reporting or backup.Clean up old suppliers.
Remove outdated or inactive supplier records.Configure custom fields.
Create and manage additional fields for supplier details beyond the default ones.Manage deleted suppliers.
Access and restore deleted suppliers, undelete if needed.
Column Configuration
The Column Configuration feature allows you to customize how supplier information is displayed in the list.
This helps you focus on the details that matter most, allowing you to choose which columns to display or hide for a cleaner view.
Check Box for Actions
The Check Box feature allows you to perform bulk actions on multiple suppliers at once to save time.
Checkbox actions include:
Send Email
Mailing Labels
Delete
Clear Section
Supplier Editing
The Editing option ensures your supplier records stay accurate and up to date.
You can update contact details, addresses, notes, and modify or add custom field data whenever needed. Editing supplier information can also help keep account numbers and balances accurate.