Skip to main content

Suppliers Overview

Add, edit, print, and delete suppliers, associate products with them, and keep a history of orders and notes for each supplier.

Written by Kate Biel

📝 Overview

The Suppliers screen helps you track supplier transactions. You can add, edit, print, and associate products with the suppliers you enter on the Suppliers screen.

🏭 Add or Edit a Supplier

Enter a supplier's contact details, the name to print on checks, and any notes.

  1. Click Products and Services in the top toolbar, then click Edit Suppliers.

  2. Click Add Supplier toward the top left, or highlight the supplier to edit and click the Edit Supplier button. The Add Supplier/Edit Supplier dialog box opens.

  3. Enter the supplier's information: name, address, phone number, products supplied, email address, and so on.
    ​

  4. (Optional) In the Check Printing Options section, enter a name in the Print on check as field to use a specific name on checks used to pay the supplier.
    ​

  5. (Optional) In the Comments and Notes section, enter the currency amount you've spent with this supplier.
    ​

  6. (Optional) Click the History and Other Notes button to enter the dates of orders, what was ordered, and the status of the order.
    ​

  7. Click Save to return to the Suppliers screen, or click Save and Add Another to continue adding suppliers.

📜 View & Edit Supplier History

Record any notes you want about a supplier's history and information.

  1. Click to highlight a supplier.
    ​

  2. Click the Edit Supplier button.
    ​

  3. The Edit Supplier screen appears.
    ​

  4. Click the History and Other Notes button at the bottom left of the screen.
    ​

  5. The Supplier History screen appears.

  6. To add supplier history, type the information on the screen.
    ​

  7. Click Print to print the supplier history.
    ​

  8. Click OK to exit the Supplier History screen.

🖨️ Print Suppliers

Customize which fields appear in the supplier list, then print it.

  1. Click Customize View in the left-hand column.
    ​

  2. Use the Add, Remove, Move Up, and Move Down buttons as needed to make the changes you want to the Selected section.
    ​

  3. Click the OK button to return to the Suppliers screen.

  4. Click the Print List button toward the top left of the screen.

  5. The Print Options screen appears.
    ​

  6. Select the printer and page range options.
    ​

  7. Click Print.

🗑️ Delete a Supplier

Deleting a supplier permanently removes it from the database.

  1. Click to highlight a supplier.
    ​

  2. Click the Delete Supplier button in the upper left of the screen.

  3. The Are You Sure? screen appears.
    ​

  4. Click Yes to permanently delete the supplier from the database.

Related Articles
Did this answer your question?