Manage suppliers

Suppliers are used for goods receipts and for filtering reports.

Requirements

• You are signed in as Owner or Leader of the location.

Step by Step

Add a supplier

1. Select Suppliers in the sidebar.
2. Tap Add Supplier.
3. Fill in Name, Street, Postal Code, City, Country, Email, Phone, and Notes.
4. Tap Create.

Edit a supplier

1. In Suppliers, select the supplier.
2. Tap Edit.
3. Update the details.
4. Tap Save.

Remove a supplier

1. In Suppliers, select the supplier.
2. Tap Delete.
3. Confirm with Delete.

Filter reports by supplier

1. Open Reports.
2. Open the filters and select the suppliers under Supplier.
3. Tap Apply filters.

Next Steps

• Record entries
• Generate and export reports

Tip: Keep supplier details up to date so goods receipts and reports are always mapped correctly.