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.
In this document you will guide you through:
Viewing a Supplier's Details
You can access all the suppliers details on the Suppliers page under the various tabs. Select Suppliers from the main menu, then select the supplier you would like to view.
You will 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.
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]
Clicking on the field will cause a calendar to appear. Select the month, year and day, then click on Apply.
Call Type* [required]
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
A list of all the orders you have placed with the supplier.
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.
Actions > Smart Order
Opens the Smart Order form.
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 indicated with the CUSTOM status on the right hand side (as above).
The suppliers profile will open. Click on the 3 dots in the top right corner then select Edit Supplier.
The Edit Supplier form will appear to edit the suppliers details. Make any changes required following the Adding Suppliers & Supplier Groups document.
Click 
to save your changes.
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.
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