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Managing suppliers

Record who you buy from, their contact details and payment terms, and see their order history.

3 min readPress plan and aboveOpen this screen →

A supplier is anyone you buy stock from. Recording them does two things: it lets you raise purchase orders against them, and it gives you one page showing everything you have ever ordered from that supplier.

Adding a supplier

In Suppliers, press add and fill in what you know. Only the name is required.

FieldWhy it is worth filling in
NameHow they appear on every purchase order.
Contact personWho to chase when a delivery is late.
Email / phoneReached from the supplier page rather than a separate address book.
AddressFor deliveries and paperwork.
Payment termsFree text — “30 days”, “COD”, “50% deposit”. Visible when you raise an order.

Linking suppliers to items

Each item in Inventory Items can name a default supplier. It is a convenience for raising purchase orders, not a restriction — you can always order any item from anyone.

The supplier page

Opening a supplier shows their contact details, their total number of purchase orders, and the full order history with status and date. It is the quickest way to answer “when did we last order from them, and did it arrive?”.

Deactivate rather than delete

A supplier you have stopped using still owns real order history. Marking them inactive keeps that history intact while removing them from pickers.

Note

Suppliers and Purchasing are paid features — see Plans and limits. On the Free plan, record stock arriving with a manual adjustment instead.

Open Suppliers

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