Suppliers
Suppliers lists the companies you buy from, with what you have bought and what you still owe each one. Open it from Operations.
The list
The columns are Name, Contact, Phone, Products supplied, Total purchases and Outstanding debt. The two money columns are converted to your workspace currency, named in the column header. Click a row to open the supplier.
Total purchases and Outstanding debt show ••• unless you have the Sees supplier debt permission. See Invite your team. They also show ••• while an exchange rate is missing; the message Some figures can't be converted yet appears at the top, and an owner or a manager can use Add exchange rate there.
Add a supplier
- Click Add supplier.
- Enter the Name. Contact person and Phone are optional.
- Click Save.
Owners, managers and staff can add, edit and delete suppliers. Viewers can only read.
A supplier's page
Click a row to see the supplier. The top shows Products supplied, Total purchases, Total paid and Outstanding debt. Under Recent purchases you find each purchase with its Date, Total and Paid; click one to open it in Purchases. To go back, click Back to suppliers.
- To change the details, click Edit, update the fields and click Save.
- To remove the supplier, click Delete and confirm. This cannot be undone. The supplier's past purchases stay, but they no longer show a supplier.
Supplier debt alerts
Alerts can warn you about a supplier's unpaid debt. Only members with Sees supplier debt see the amount in the alert; the others see that the alert exists without the figure.