Adding Suppliers & Supplier Groups
Supply’d lets you order from all suppliers in one place. Add suppliers to include non-registered ones seamlessly.
At the heart of Supply'd is a powerful, yet easy ordering system that lets you order from all of your suppliers quickly and easily. To order from suppliers who are not yet on Supply'd you can quickly and easily add a supplier and their products and order from them at the same time as ordering from other suppliers. Suppliers can be added individually or imported in bulk using a CSV file.
👉 Refer to the Importing Suppliers document for instructions on importing suppliers in bulk.
This document will guide you through adding suppliers individually, including:
The Suppliers Page
Selecting Suppliers from the main menu will open the Suppliers page.
The Suppliers page is where you manage all the suppliers from. Here you’ll see a list of every supplier linked to your account, including both Supply’d-connected suppliers and any custom suppliers you’ve added manually. From this page, you can:
Search and filter suppliers to quickly find the one you need.
View supplier details, such as contact information, ordering methods, and delivery preferences.
Add new suppliers, either individually or by bulk import.
Edit supplier information if details change.
Set up delivery schedules and ordering rules to streamline your purchasing.
This page acts as your central hub for supplier management, ensuring that all supplier details are accurate and up to date.
Clicking on a supplier will display that customers page with all their details. Here, you can view their contact details, payment terms, and delivery schedules, as well as see your order history with them. You’ll also find tabs for things like pricing, products, invoices, and notes related to that supplier. From this page, you can easily place new orders, manage existing ones, and keep track of all interactions with that supplier in one place.
You may notice that suppliers have colour-coded statuses next to their names:
- A supplier already using Supply’d and selling through the Supply’d Marketplace.
- Refers to a supplier not yet on Supply’d, and that you have manually added to your account.
Groups
While the Suppliers tab lists all your individual suppliers, the Groups tab shows the suppliers you’ve organised into groups. A Supplier Group in Supply’d lets you manage multiple suppliers together in one place. This is especially useful if you regularly order from the same set of suppliers, as it saves time and keeps your ordering process more organised.
For example, you could create a Supplier Group for “Refrigerated Suppliers” or “Local Suppliers”. When placing an order, instead of adding suppliers one-by-one, you can select the whole group and quickly order from everyone in it.
Clicking on a group will show all the suppliers in that group. Selecting a supplier will open their page, displaying all their details just like on the main Suppliers page.
Adding a Custom Supplier
Adding a custom supplier in Supply’d is quick and simple - it takes less than a minute. The steps below will guide you through manually adding a supplier. If you need to add many suppliers at once, you can also bulk import them using a CSV file.
👉 You can find the instructions on importing suppliers in bulk in the Importing Suppliers document.
Company Details
Company Name* [required field]
The business name of the supplier you are adding.
Company Logo
Upload the supplier’s logo (optional).
Click Choose File.
Select the image file from your computer (usually JPG or PNG).
Once uploaded, the logo will appear on the supplier’s page and in lists where the supplier is displayed.
Uploading a logo is optional, but it makes it easier to visually identify suppliers in your lists and reports.
Groups
Any Supplier Groups you would like to assign this supplier to.
👉 See Supplier Groups below.
Account Number
An optional account number that you have with this supplier. This will show on purchase orders.
ABN
The supplier's ABN.
Website
The supplier's website.
Address
Enter the address details for the supplier.
Billing Address
The supplier's street address.
Billing Suburb
The supplier's suburb.
Billing Stae/Province
The supplier's state. Select from the drop-down menu.
Billing Postcode
The supplier's postcode.
Billing Country
The supplier's country. Select from the drop-down menu.
Contact
The primary contact for the supplier.
First Name
The first name of a representative/contact of the supplier.
Last Name
The last name of a representative/contact of the supplier.
Role/Department
The role or department of the contact, eg. Sales Rep, Accounts etc.
The email address for the contact.
Mobile
A mobile number for the contact.
Phone
A phone number for this contact.
Settings
Additional settings for the supplier.
Order Minimums
Often suppliers have minimum spend requirements. By choosing an option to enforce a minimum order spend or quantity, Supply'd will not allow orders to be sent without meeting the criteria set here. Select either Minimum Spend or Minimum Carton Qty from the drop-down menu.
Minimum Spend: When "Minimum Spend" is selected an additional field, Minimum Spend, will show where you can enter a dollar amount.
Minimum Carton Qty: When "Minimum Carton Qty" is selected an additional field, Minimum Qty, will show where you can number amount.
Payment Terms
Enter the payment terms to apply to this suppliers invoices. Leave the payment term number blank to use the default term set in your Supplier Settings.
Currency
Enter the currency used to purchase from this supplier. Select from the drop-down menu.
Buyers Rep
Assign a buyers rep to this supplier. Select from the drop-down menu.
Notes
Any notes about this supplier. For internal reference only, this is not visible to suppliers.
Payment Details
The supplier's bank account details for ABA generation when using Expenses.
BSB
The BSB for the supplier's bank account. Max 6 digits.
Account Number
The account number of the bank account. Max 9 digits.
The following sections - Quickbooks, MYOB & Xero - will only show if you have these platforms integrated with your Supply'd account.
NOTE: The names "QB Test" and "MYOB Test" will actually reflect whatever names you chose during the integration setup.
👉 See the Integrations help section for information on integrating various platforms with Supply'd.
Adding Suppliers' Products
After adding your custom supplier you may want to add or import their products.
Products can be added from the Products page (see Adding & Updating Products) or from the Suppliers page. To add them from the Suppliers page, select the supplier, click on the Products tab, then either:
1 . Add Individually: Click on Add + and follow the instructions in the Adding & Updating Products document.
Bulk Import: Click on the 3 dots in the top right, select Import, the Products and follow the instructions in the Bulk Importing of Products document.
Supplier Groups
Supplier Groups in Supply’d help you organise your suppliers into categories, such as, product type, location, or performance, making it easier to manage and find the right ones when you need them. Create a group then assign suppliers to the group when setting up or editing a supplier.
Creating a Supplier Group
Editing a Supplier Group
To edit a Supplier Group, select the group, then click on the 3 dots in the top right. Select Edit Group.
The Edit Supplier Group form will appear where you can edit the group name.
Group members can be edited at an individual supplier level.
👉 See Managing Suppliers for more information.
Removing a Supplier Group
To remove a Supplier Group, select the group, then click on the 3 dots in the top right. Select Remove Group.
You will be asked to confirm.
For more information on managing your suppliers, refer to the Managing Suppliers document.
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