Suppliers

Overview

The Suppliers page allows you to maintain a comprehensive list of all your suppliers, including their contact information, delivery schedules, and goods supplied. This information is useful for compliance records and supply chain management.

Accessing Suppliers

1. Navigate to Settings in the main menu
2. Click on Suppliers

Adding Suppliers

Creating a New Supplier

1. Click Add Supplier button
2. Fill in the supplier information:
   • Business Name: Supplier’s company name *
   • Contact Name: Primary contact person
   • Telephone: Contact number
   • Email: Email address
   • Address: Supplier’s address
   • Delivery Days: Select days when deliveries occur
   • Lead Time Note: Time required for placing orders
   • Goods Supplied: Description of products/services
3. Click Save to add the supplier

Required Information

• Business Name is required for all suppliers
• Other fields are optional but recommended for complete records

Managing Suppliers

Viewing Supplier List

The supplier list displays:

• Business name
• Contact information
• Delivery days (shown as badges)
• Lead time information
• Goods supplied
• Address

Editing Supplier Information

1. Click the Edit icon on a supplier card
2. Update any information
3. Click Save to apply changes

Deleting Suppliers

1. Click the Delete icon on a supplier card
2. Confirm the deletion in the popup
3. The supplier will be permanently removed

⚠️ Warning: Deleting a supplier cannot be undone.

Delivery Days

Setting Delivery Schedule

1. When adding or editing a supplier, select delivery days:
   • Mon (Monday)
   • Tue (Tuesday)
   • Wed (Wednesday)
   • Thu (Thursday)
   • Fri (Friday)
   • Sat (Saturday)
   • Sun (Sunday)
2. Selected days are displayed as badges on the supplier card
3. This helps track when deliveries are expected

Lead Time

Lead Time Note

The lead time note indicates how much advance notice is required when placing orders with the supplier. Examples:

• “24 hours notice required”
• “Orders must be placed 48 hours in advance”
• “Same day delivery available”

Goods Supplied

Describing Products/Services

Use the “Goods Supplied” field to describe what the supplier provides:

• Food products (e.g., “Fresh produce and vegetables”)
• Services (e.g., “Pest control services”)
• Equipment (e.g., “Refrigeration equipment and maintenance”)

Permissions

• Read Permission: Required to view suppliers
• Write Permission: Required to add, edit, or delete suppliers

If you don’t have the required permissions, contact your account administrator.

Best Practices

• Keep supplier information current and accurate
• Update delivery schedules if they change
• Maintain complete contact information
• Document lead times for planning purposes
• Remove suppliers you no longer work with

Related Topics

• Company Settings - Manage company information
• Staff Management - Manage staff records