Managing Suppliers
Supply’d lets you order from all suppliers in one place. Managing suppliers in Supply’d streamlines communication, offers real-time performance tracking, and centralised documentation.
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. Managing your suppliers is easy.
The below instructions will show you how to view and manage your suppliers. You can find the instructions on how to add suppliers in the Adding Suppliers & Supplier Groups document.
This document you will guide you through:
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.
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. When you select a supplier from the group, their page will open and display all their details, just like on the main Suppliers page, as outlined in Viewing a Supplier's Details below.
Viewing a Supplier's Details
Clicking on a supplier will display that customers page with all their details. Here, under the various tabs, 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.
About
Details about the supplier, including some stats.
Contacts
A list of contacts for the supplier.
Locations
A list of locations for billing and shipping for the supplier.
Call Log
Lists any calls made to or from the supplier. You can also create and manage calls or call-ins made to or from the supplier.
To add a call, click the Add Call button or Add + in the top right corner. The Add Call Log form will appear.
Supplier
Automatically filled.
Location
The location of the call or visit. Select from the drop-down menu.
Call Date* [required field]
Clicking on the field will cause a calendar to appear. Select the month, year and day, then click on Apply.
Call Type* [required field]
The type of call or visit. Select Visit or Call from the drop-down menu.
User
Select the user from the drop-down menu.
Next Call Date
If a call or visit is scheduled, clicking on the field and select the month, year and day from the calendar.
Notes
Any notes from the call or visit.
Images
Any images you may like to include.
Favourites
Lists all the favourited supplier's products.
Products
Lists all the supplier's products.
Orders
This tab displays a list of all the orders you’ve placed with the supplier, including their statuses, providing a clear history of your transactions.
Additional Options
Clicking on the 3 dots in the top right corner will bring up a menu.
Edit Supplier
Opens the Edit Supplier form allowing you to edit the supplier's details.
👉 See How to Edit a Supplier below.
Smart Purchase
Opens the Smart Purchase Order form where you can create a Smart Purchase Order.
👉 See the Smart Purchase Orders document for details on how to complete this.
Actions > Set Next Call Date
Opens the Set Next Call Date form. If a call or visit is scheduled, clicking on the Next Call Date* field will open a calendar where you can select select the month, year and day. (This is a required field.)
Import > Products
Allows you to bulk import the supplier's products.
👉 See the Bulk Importing of Products document for full detail on how to do this.
Export > Products
Opens the Export Products form allowing you to download a list of products from the supplier.
Export > Call Logs
Opens the Export Call Logs form allowing you to download a list of all calls to and from the supplier.
Remove Supplier
Will remove the supplier.
👉 See How to Remove a Supplier below.
How to Edit a Supplier
If you would like to edit a supplier go to the Suppliers screen and click on the supplier you wish to edit.
You can only edit suppliers you have added to your Supply'd account. These suppliers are marked with a 
status on the right-hand side, making them easy to identify.
Make Your Changes
Make any necessary changes, using the Adding Suppliers & Supplier Groups document as a reference.
How to Remove a Supplier
If you would like to remove a supplier go to the Suppliers screen and click on the supplier you wish to remove.
The suppliers profile will open. Click on the 3 dots in the top right corner then select Remove Supplier.
You will be asked to confirm that you would like to remove the supplier.
Ensure that you really do want to remove the supplier as the supplier will be removed along with all of their products.
How to Edit 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 How to Edit a Supplier above for more information.
How to Remove 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.
Filtering & Searching the Suppliers List
The 3 lines beside the 3 dots in the top right corner on the Suppliers page allows you to filter the Suppliers list, while the magnifying glass lets you search for specific suppliers.
Clicking the three lines opens the Filter Suppliers form, where you can access all available filtering options.
Company Name
Filter by the supplier’s name.
Group
Choose a supplier group to only show suppliers that belong to that group. Select from the list of your supplier groups in the drop-down menu.
Type
Filter suppliers by their type:
Custom: Only shows suppliers you’ve manually added.
System: Shows suppliers already on Supply’d.
Buyers Rep
Use the drop-down menu to select the buyer’s representative you would like to filter by.
Next Call Date Range
Clicking on this field will open a calendar for you to select a date range to filter by.
State
Filter suppliers based on their state. Select from the drop-down menu.
Suburb
Filter suppliers based on their suburb.
Postcode
Filter suppliers based on their postcode.
Supplier Status
The supplier status, either Active or Removed. Allows you to view and re-activate removed suppliers.
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