Suppliers

The Suppliers section stores the businesses you source goods from — their contact details, what they supply, delivery schedule, and EC approval number where relevant. You’ll find it under Settings → Suppliers.

This article covers supplier records. To grant a supplier login access to your account, see the Auditor & Supplier Access article.

Adding a supplier

1. Go to Settings → Suppliers and click New Supplier.
2. Fill in Supplier Details:
   • Name (required)
   • EC number toggle — if the supplier has an EC approval number, toggle it on and enter the Country Code, Approval No., and EC Letters
   • Location (country, required)
   • Website and Address (optional)
3. Fill in Contact Details: Contact Name, Contact Telephone, Contact Email.
4. Fill in Supplier Info: Goods Supplied, Lead Time, Delivery Days, and Notes.
5. Click Add supplier.

Editing a supplier

Open the three-dot menu on a supplier card and choose Edit. The edit form shows Supplier Details at the top, with Contact Details and Supplier Info in collapsible sections below — with the same fields as creation. Click Update Supplier to save.

Searching and filtering

Click Filters to open the filter panel, where you can type in the Search field (matches name or goods supplied) or toggle Archived to show archived suppliers alongside active ones.

Archiving a supplier

Open the three-dot menu on a supplier card and choose Archive. Archived suppliers are hidden from the directory by default but are not deleted. Show them again by enabling Archived in the Filters panel.