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.
This document you will guide you through:
Adding a Custom Supplier
Adding a custom supplier is very easy and takes less than a minute. The below instructions will show you how to manually add a supplier. If you have a large number of suppliers to add you can also import suppliers from a CSV file. You can find the instructions on how to do this in the Importing Suppliers document.
To get started, select Suppliers. The Suppliers page lists all your suppliers.
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.
To add a supplier, click Add + in the top right.
A form will appear where you can enter the supplier's details.
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
In the info box at the top you will see how many custom suppliers you have used based on the current plan. You can change your plan anytime in the Billing Settings.
Complete the fields as follows:
Company Details
Company Name* [required]
The business name of the supplier you are adding.
Company Logo
Upload the logo for the supplier. This is optional.
Groups
Any Supplier Groups you would like to assign this supplier to. See Adding 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.
Custom Fields
Define the any custom field data for this supplier.
See the Supplier Settings for information on creating custom fields for suppliers.
Address
Address details for the supplier.
Billing Address
The supplier's street address.
Billing Suburb
The supplier's suburb.
Billing State/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.
Email
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.
When "Minimum Spend" is selected an additional field, Minimum Spend, will show where you can enter a dollar amount.
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.
Order Method* [required]
The order method you would like to use to order from the supplier. Select the method from the drop-down, eg. email. Some options may not be available for your selected plan. If you would like to access other methods you can upgrade your plan anytime in the Billing 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 name "QB Test/MYOB Test" will actually reflect whatever name you chose during the integration setup.
Quickbooks - "QB Test" Settings
Quickbooks - QB "Test" settings for this supplier.
Myob - "MYOB Test" Settings
Myob - "MYOB Test" settings for this supplier.
Xero Settings
Xero - Xero settings for this supplier.
Advanced
Advanced settings for this supplier.
Order Alert
An internal alert to show when creating an order for this supplier. This alert is not visible to suppliers.
Save
Click 
to add your supplier.
Adding Suppliers' Products
After adding your custom supplier you may want to add or import their products.
Products can also be added from the Suppliers page. Select the supplier, click on the Products tab, then either:
1 . Click on Add + and follow the instructions in the Adding & Updating Products document.
Click on the 3 dots in the top right, select Import, the Products and follow the instructions in the Bulk Importing of Products document.
Adding 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.
Select Suppliers from the main menu. Under the Groups tab, the Supplier Groups list will show any groups that you have set up and the suppliers in that group.
Creating a Supplier Group
To create a new group click Add+ in the top right corner.
The Add Supplier Group form will appear.
Create a name for the group. Click 
. The group will show in the Supplier Groups list.
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 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.
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