# Adding Suppliers & Supplier Groups
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 [Bulk Importing Suppliers](/suppliers/bulk-importing-suppliers.md) document for instructions on importing suppliers in bulk.
\
This document will guide you through adding suppliers individually, including:
* [#the-suppliers-page](#the-suppliers-page "mention")
* [#adding-a-custom-supplier](#adding-a-custom-supplier "mention")
* [#adding-suppliers-products](#adding-suppliers-products "mention")
* [#adding-products-individually](#adding-products-individually "mention")
* [#adding-products-in-bulk](#adding-products-in-bulk "mention")
* [#connecting-with-a-supplyd-supplier](#connecting-with-a-supplyd-supplier "mention")
* [#supplier-requests](#supplier-requests "mention")
* [#supplier-groups](#supplier-groups "mention")
***
## The Suppliers Page
Selecting **Suppliers** from the main menu will open the **Suppliers** page.
The **Suppliers** page is where you manage all your suppliers. It displays 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 supplier's 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.
{% hint style="success" %}
You will notice the tags beside the company names on the list:
- A business that is already on Supply'd.
- A supplier that is not on Supply'd and that you have added to your Supply'd account.
- A supplier you’ve requested to connect with, but who has not yet approved your request.
{% endhint %}
👉 To learn how to add custom suppliers, see [#adding-a-custom-supplier](#adding-a-custom-supplier "mention") below.
***
**Connect Tab**
The **Connect** tab lists all suppliers available to connect with on Supply’d. Clicking on a supplier allows you to view all their information.
👉 See [#connecting-with-a-supplyd-supplier](#connecting-with-a-supplyd-supplier "mention") below for more information.
***
**Requests Tab**
The **Requests** tab lists any supplier connection requests. You can approve or decline suppliers you would like to trade with on Supply'd.
👉 See [#supplier-requests](#supplier-requests "mention") below for more information.
***
**Groups Tab**
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.
👉 To learn how to add supplier groups, see [#supplier-groups](#supplier-groups "mention") below.
***
## 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 [Bulk Importing Suppliers](/suppliers/bulk-importing-suppliers.md) document.
{% hint style="warning" %}
You can only add custom suppliers to Supply’d. Suppliers that are already connected through the Supply’d platform cannot be added manually, as their information and products are synced automatically. Custom suppliers give you the flexibility to enter and manage supplier details, contacts, and products that are unique to your business.
{% endhint %}
{% stepper %}
{% step %}
#### Go to the Suppliers Page
Select **Suppliers** from the main menu. The **Suppliers** page will open.
***
{% endstep %}
{% step %}
#### Click Add+
Click **Add +** in the top right.
The **Add Supplier** form will appear.
{% hint style="success" %}
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
{% endhint %}
Complete the sections as outlined below:
***
{% endstep %}
{% step %}
#### Company Details
**Trading Name\* \[required field]**
Enter the trading name of the supplier you are adding.
{% hint style="success" %}
If while typing, the system finds a match in Supply'd, it will automatically suggest connecting to that supplier instead of creating a custom one. In this case, you will be connecting to a **Supply’d supplier** rather than creating a **custom supplier**.
👉 Proceed as explained from **Step 3** onwards in [#connecting-with-a-supplyd-supplier](#connecting-with-a-supplyd-supplier "mention") below for details on how to do this.
{% endhint %}
{% hint style="success" %}
You can also add yourself as a Supplier. This is useful for franchises or businesses with multiple stores ordering from a single production facility.
When you type your name, Supply’d will recognise it and suggest connecting to your account.
If you add yourself as a supplier, you will automatically be added as a customer, so there’s no need to add yourself separately as both a supplier and a customer.
{% endhint %}
**Company Logo**
Optionally, upload the supplier’s logo.
1. Click **Choose File**.
2. **Select the image** file from your computer (usually JPG or PNG).
3. Once uploaded, the logo will appear on the supplier’s page and in lists where the supplier is displayed.
{% hint style="success" %}
Uploading a logo is optional, but it makes it easier to visually identify suppliers in your lists and reports.
{% endhint %}
**Business Number**
Enter the supplier's business number (eg. their ABN or NZBN).
**Company Legal Name**
Enter the supplier’s legal name, ie. the name registered with the business registry.
**Groups**
Select any **Supplier Groups** you would like to assign this supplier to.
👉 See [#supplier-groups](#supplier-groups "mention") below.
**Account Number**
Enter an optional account number that you have with this supplier. This will show on purchase orders.
**Website**
Add the supplier's website.
***
{% endstep %}
{% step %}
#### Custom Fields
Complete any custom fields you may have created.
{% hint style="info" %}
**Custom Fields** are user-defined fields that let you track additional information about a supplier that isn’t included in the default fields. You can name the field whatever you like and enter the data that’s relevant to your business.
👉 See the [Supplier Settings](/configuring-supplyd/settings/supplier-settings.md) document for information on creating custom fields for suppliers.
{% endhint %}
***
{% endstep %}
{% step %}
#### Address
Enter the address details for the supplier.
**Billing Address**
Enter the supplier's street address.
**Billing Suburb**
Enter the supplier's suburb.
**Billing State/Province**
Select the supplier's state.
**Billing Postcode**
Enter the supplier's postcode.
**Billing Country**
Select the supplier's country.
***
{% endstep %}
{% step %}
#### Contact
Enter the details of the supplier’s primary contact.
**First Name**
Enter the first name of a representative/contact of the supplier.
**Last Name**
Enter the last name of a representative/contact of the supplier.
**Role/Department**
Add the role or department of the contact, eg. Sales Rep, Accounts etc.
**Email**
Enter the email address for the contact.
**Mobile**
Add a mobile number for the contact.
**Phone**
Add a phone number for this contact.
***
{% endstep %}
{% step %}
#### Settings
Enter additional settings for the supplier.
**Order Minimums**
Often suppliers require a minimum order. Select whether to enforce a **Minimum Spend** or a **Minimum Carton Quantity**. When enabled, Supply’d will prevent orders from being sent unless the minimum requirement is met
* **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 supplier’s payment terms. First, enter the number of days the supplier gives you to pay, then select one of the following options:
* **Days:** Payment is due within a set number of days after the invoice date (eg. 7 days, 30 days).
* **Days EOM** (End of Month): Payment is due within a certain number of days after the end of the month in which the invoice was issued (eg. “30 Days EOM” means payment is due 30 days after the last day of that month.)
* **Days EOW** (End of Week): Payment is due within a set number of days after the end of the week in which the invoice was issued.
* **Pre-paid:** Payment is due before the goods are supplied, ie. the order must be paid for upfront.
Leave the payment term number blank to use the default term set in your [Supplier Settings](/configuring-supplyd/settings/supplier-settings.md).
**Currency**
Select the currency used to purchase from this supplier.
**Buyers Rep**
Select a buyers rep to assign this supplier.
**Default Sales Period (Days)**
You can override the default delivery period for products purchased from this supplier if they take shorter or longer than usual. Enter the number of days to apply.
**Notes**
Add any notes about this supplier. These are for internal reference only and are not visible to the supplier.
***
{% endstep %}
{% step %}
#### Payment Details
Add the supplier's bank account details for ABA generation when using **Expenses**.
**BSB**
Enter the BSB for the supplier's bank account. Max 6 digits.
**Account Number**
Enter the account number of the bank account. Max 9 digits.
***
{% hint style="warning" %}
The following sections - **MYOB & Xero** - will only show if you have these platforms integrated with your Supply'd account.
**NOTE:** The name "**MYOB Test**" will actually reflect whatever names you chose during the integration setup.
👉 See the [Integrations](/configuring-supplyd/integrations.md) help section for information on integrating various platforms with Supply'd.
{% endhint %}
***
{% endstep %}
{% step %}
#### Myob - "MYOB Test" Settings
Myob - "MYOB Test" settings for this supplier, where "MYOB Test" represents the name given to the integration during setup. Your integration name will reflect whatever name you chose when configuring it.
**MYOB "Test Contact"**
Select/enter the MYOB contact for this supplier.
***
{% endstep %}
{% step %}
#### Xero - "Xero Settings"
Xero settings for this supplier.
**Xero Contact**
Select/enter the MYOB contact for this supplier.
***
{% endstep %}
{% step %}
#### Advanced
Advanced settings for this supplier.
**Order Alert**
Add an internal alert to show when creating an order for this supplier. This alert is not visible to suppliers.
***
{% endstep %}
{% step %}
#### Save
Click to add your supplier.
{% endstep %}
{% endstepper %}
***
## 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](/products/adding-and-updating-products.md)) or from the **Suppliers** page.
{% hint style="warning" %}
Products can only be added for custom suppliers. Supply’d-connected suppliers automatically sync their product lists, so you can’t manually add products for them. For custom suppliers you create, however, you have full control to add and manage their products, including pricing, descriptions, and other details.
{% endhint %}
***
### Adding Products Individually
{% stepper %}
{% step %}
#### Select the Supplier
Select Suppliers from the main menu. The Suppliers list will open.
Click on the Supplier you would like to add products to.
The supplier's detail page will open.
***
{% endstep %}
{% step %}
#### Go to the Products Tab
Go to the products tab. This tab list all the Supplier's products that you may have added.
***
{% endstep %}
{% step %}
#### Click on Add +
Click on **Add +** in the top right.
The **Add Product** form will open.
***
{% endstep %}
{% step %}
#### Complete the Form
Complete the form following the guidelines in the [Adding & Updating Products](/products/adding-and-updating-products.md) document.
{% endstep %}
{% endstepper %}
***
### Adding Products in Bulk
{% stepper %}
{% step %}
#### Select the Supplier
Select Suppliers from the main menu. The Suppliers list will open.
Click on the Supplier you would like to add products to.
***
{% endstep %}
{% step %}
#### Go to the Products Tab
Go to the products tab.
***
{% endstep %}
{% step %}
#### Select Import > Products
Click on the 3 dots in the top right, select **Import**, then **Products**.
**The Import Products** form will open.
***
{% endstep %}
{% step %}
#### Continue the Process
Follow the instructions in the [Bulk Importing of Products](/products/bulk-importing-of-products.md) document to continue with the process.
{% endstep %}
{% endstepper %}
***
## Connecting with a Supply'd Supplier
The **Connect** tab lists all suppliers available to connect with on Supply’d. Clicking on a supplier allows you to view all their information and request to connect with them.
To connect with a Supply'd supplier:
{% stepper %}
{% step %}
#### Open the Suppliers Page
Select **Suppliers** from the main menu. The **Suppliers** page will open.
***
{% endstep %}
{% step %}
#### Go to the Connect Tab
Go to the **Connect** tab to see a list of all suppliers available to connect with on Supply’d. Only suppliers that have made their stores public will appear; invite-only stores will not be visible.
***
{% endstep %}
{% step %}
#### Select the Supplier
Select the supplier that you would like to connect with. The supplier's details will open.
***
{% endstep %}
{% step %}
#### Click Connect
To send a connection request to the supplier, click .
You will be asked to confirm.
The supplier will review your request and either approve or reject it. If approved, the supplier will appear in your **Suppliers** list.
{% endstep %}
{% endstepper %}
***
## Supplier Requests
The **Requests** tab lists any connection requests from suppliers. You can approve or decline suppliers you would like to trade with on Supply'd.
To review, accept or reject a request from a supplier:
{% stepper %}
{% step %}
#### Open the Suppliers Page
Select **Suppliers** from the main menu. The **Suppliers** page will open.
***
{% endstep %}
{% step %}
#### Go to the Requests Tab
Go to the **Requests** tab to see a list all connection requests from suppliers.
***
{% endstep %}
{% step %}
#### Select the Supplier
Select the supplier that you would like to review. The supplier's details will open.
***
{% endstep %}
{% step %}
#### Approve or Reject the Request
If you would like to connect with this supplier, click . Click **Reject** if you do not want to connect with this supplier.
You will be asked to confirm.
Click .
The supplier will show on your **Suppliers** list.
{% endstep %}
{% endstepper %}
***
## Supplier Groups
**Supplier Groups** in Supply’d help you organise suppliers into categories, such as product type, location, or performance, making it easier to manage and find the right suppliers. Create a group, then assign suppliers to it when setting up or editing a supplier.
### Creating a Supplier Group
{% stepper %}
{% step %}
#### Go to the Suppliers Groups Page
1. Select **Suppliers** from the main menu.
2. Go to the **Groups** tab. The **Groups** page will open, listing any groups that may have been set up.
***
{% endstep %}
{% step %}
#### Click Add+
Click **Add +** in the top right.
The **Add Supplier Group** form will appear.
***
{% endstep %}
{% step %}
#### Enter a Name
**Group Name\* \[required field]**
Enter a name for the group.
***
{% endstep %}
{% step %}
#### Save
Click to create the group.
The group will show in the **Supplier Groups** list.
{% endstep %}
{% endstepper %}
***
### Editing a Supplier Group
To edit a **Supplier Group**:
{% stepper %}
{% step %}
Select **Suppliers** from the main menu and go to the **Groups** tab.
{% endstep %}
{% step %}
Select the group.
{% endstep %}
{% step %}
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.
{% hint style="success" %}
Group members can be edited at an individual supplier level.
👉 See [Managing Suppliers](/suppliers/managing-suppliers.md) for more information.
{% endhint %}
{% endstep %}
{% endstepper %}
***
### Removing a Supplier Group
To remove a **Supplier Group:**
{% stepper %}
{% step %}
Select **Suppliers** from the main menu and go to the **Groups** tab.
{% endstep %}
{% step %}
Select the group.
{% endstep %}
{% step %}
Click on the 3 dots in the top right. Select **Remove Group**.
{% endstep %}
{% step %}
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
{% hint style="success" %}
For more information on managing your suppliers, refer to the [Managing Suppliers](/suppliers/managing-suppliers.md) document.
{% endhint %}
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