Suppliers

Where: Inventory > Suppliers
Who can use it: Permission suppliers.view or manage inventory.
Open this page in SureTill

A supplier is a company you buy ingredients or goods from. Purchase orders are always made for one supplier. Create the supplier first, then issue orders to it.

Step by step: add a supplier

1. Open Inventory > Suppliers and click Onboard Supplier.
2. Type the Registered Company Name. This is the only required field.
3. Pick the Trade Classification: General Food, Dairy & Milk, Meat & Poultry, Produce, Beverages or Packaging.
4. Pick the Vendor Status: Active, Under Review or Blacklisted.
5. Type the Primary Phone, the Email Address and the Office / Warehouse Address.
6. Click Commit to Registry.

Onboard Supplier: the window that opens.

Step by step: edit or delete

1. Click the supplier row, or the pencil, to open the Vendor Profile.
2. Change the details and click Commit to Registry.
3. To delete, hover over the row and click the red bin. The supplier is deleted at once with no confirmation question.

Step by step: issue a purchase order to a supplier

1. Hover over the supplier row and click Issue PO.
2. Click Add Item. Pick the stock item. The unit fills in. Type the Qty (1 or more) and the Cost per unit.
3. Repeat for each item. The Estimated Total updates as you type.
4. Optional: pick the Expected Delivery date and type Notes.
5. Click Confirm & Create PO.

The order is created for the branch selected in the header. It then appears in Inventory > Purchase Orders, where you approve it and receive the goods.

Every setting explained

Setting	What it does
Search	Finds suppliers by name or classification.
Total Suppliers, Active Suppliers	Counts of the suppliers shown.
Total Purchase Orders, Total Value	Sum of the order count and value shown on each supplier row.
Supplier Entity	Company name with the email under it.
Classification	The trade type of the supplier. It is saved with the supplier and shown again in the list and in the Vendor Profile.
Status, Vendor Status	Active, Under Review or Blacklisted. Set it in the Vendor Status box of the form.
Linked POs and Lifetime Value	Orders issued to the supplier (cancelled orders are not counted) and their total value.
Registered Company Name	The supplier name. Required, up to 255 characters.
Primary Phone	Phone with country code. Up to 20 characters.
Email Address	Must be a valid email if filled.
Office / Warehouse Address	Free text.
Issue PO items	Stock item, Qty, Unit (read only), Cost.
Expected Delivery, Notes	Optional details of the order.

Tip

A purchase order needs at least one item with a quantity above zero and a stock item. The Confirm button stays off until you add an item.

Related articles

• Purchase Orders (Procurement)
• Stock Levels (inventory)
• Stock Alerts