A Thousand Apps .

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Why Manage Suppliers?

Your supplier list is the foundation of your purchasing workflow. Setting up and maintaining accurate supplier profiles ensures your purchase orders pull in the right terms, tax settings, addresses and contact details — which helps you avoid errors, speed up order creation, and maintain professional communications.

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1. Viewing Your Supplier List

• Navigate to the Suppliers section of the app. You’ll see a table listing all existing suppliers.
• From here you can:
  • Click + New Supplier to add a new supplier.
  • Use Edit on a row to update an existing supplier’s settings.
  • Use Disable to remove or deactivate a supplier no longer used.

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2. Creating or Editing a Supplier Profile

When you click New Supplier or Edit on an existing row:

• The first section will ask for basic details: Supplier Name (important — used in the dropdown when creating POs), contact information, and other optional details about the supplier

• Next: Tax Settings, Payment Terms, and Payment Methods. These will become the defaults for purchase orders created for that supplier (though you can override them per PO).

• Finally: Supplier Address fields. This serves as the “Ship-From” address on POs when you select that supplier.

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3. Disabling or Removing Suppliers

• On the supplier list, each row has a Disable option. Clicking this opens a confirmation modal to confirm deactivation.
• When a supplier is disabled, they will no longer be listed when creating a new PO.
• Assignments will be deleted when a supplier is disabled.

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Best Practices & Tips

• Use consistent naming conventions for suppliers — e.g., “SupplierCode – Name” — to make selecting the right one faster.
• Review the tax and payment defaults whenever you onboard a new supplier or renegotiate terms.
• Check the address details carefully; the “Ship-From” address should reflect where goods are dispatched or invoiced from.
• Onboard supplier profiles early — before making assignments or placing purchase orders, ensure the supplier profile is set up so every step has complete context.

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