Suppliers

Suppliers are the companies and people your organisation buys from. A supplier record stores the contact and address details your team needs when working with that supplier.

Where suppliers fit

Module How suppliers are used
Purchasing Purchase orders can be linked to suppliers.
Inventory Items can be linked back to the supplier they come from.
Contacts Supplier-specific contacts can be stored separately when you need named people against the supplier.

Add a supplier

  1. Go to Suppliers.
  2. Click Add Supplier.
  3. Enter the supplier name.
  4. Add the email, phone number, country, and address details you want to store.
  5. Click Create Supplier.

Find a supplier

  1. Go to Suppliers.
  2. Use the filters for name, city, postcode, or country.
  3. Click the supplier to open it.

Edit a supplier

  1. Go to Suppliers.
  2. Open the supplier.
  3. Click Edit Supplier.
  4. Update the details.
  5. Click Save Changes.

Delete a supplier

  1. Go to Suppliers.
  2. Open the supplier or find it in the list.
  3. Choose Delete Supplier.
  4. Confirm the change.

Things to know

  • Keep supplier records up to date so your team is not correcting details each time they use them.
  • The supplier overview shows the main details in one place, including contact details and address.

Next article

Contacts

Contacts are the people and organisations your team deals with. They are different from system users, who log in to OpsOS, and different from Planner workers, w

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