# Managing Suppliers
At the heart of Supply’d is a powerful but intuitive ordering system that makes it easy to order from all of your suppliers in one place. With streamlined supplier management, you can easily maintain supplier details, track products, and manage purchasing with confidence.
This document will guide you on how to view and manage your suppliers, including:
* [#the-suppliers-page](#the-suppliers-page "mention")
* [#managing-a-supplier](#managing-a-supplier "mention")
* [#connecting-with-a-supplyd-supplier](#connecting-with-a-supplyd-supplier "mention")
* [#managing-supplier-requests](#managing-supplier-requests "mention")
* [#groups](#groups "mention")
***
## 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.
{% hint style="success" %}
Supplier statuses will appear on the **Suppliers** list in various colours for easy identification of the supplier type:
- 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.
- A supplier you’ve requested to connect with, but who has not yet approved your request.
{% endhint %}
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 can find the instructions on how to add custom suppliers in the [Adding Suppliers & Supplier Groups](/suppliers/adding-suppliers-and-supplier-groups.md) document.
***
### Supplier Page Tabs
You will see 4 tabs on the page:
**Suppliers Tab**
The **Suppliers** tab lists all suppliers associated with your account, including Supply’d-connected and manually added suppliers.
**Connect Tab**
The **Connect** tab lists 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. 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 further details.
**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 [#managing-supplier-requests](#managing-supplier-requests "mention") below for more information.
**Groups**
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.
👉 See [#groups](#groups "mention") below for more details.
***
### Additional Options
Clicking on the 3 dots in the top right of the **Suppliers** page will open a menu with additional options.
***
#### **Smart Purchase**
Opens the **Smart Purchase Order** form to use Supply'd Intelligence to automatically suggest the right quantities to order based on stock, sales, and production data.
{% hint style="success" %}
**Smart Purchase Orders** in Supply’d are an automated ordering tool designed to help you order the right products in the right quantities, faster and more efficiently. Instead of manually calculating what to order, Supply’d uses real-time data to suggest accurate order quantities for each product.
**How it works:**
* **Current Stock Levels:** Checks how much inventory you already have.
* **Past Sales Data:** Analyses your historical sales to predict future demand.
* **Upcoming Production Needs:** Considers your planned production to ensure you have enough stock.
**Benefits:**
* **Save Time:** Reduces manual calculations and order planning.
* **Reduce Over-Ordering:** Avoids excess stock that can tie up cash and storage.
* **Maintain Inventory Balance:** Helps ensure you have enough stock for production and sales without shortages.
**Example:**\
If you usually sell 100 chocolate bars a week and have 50 in stock, Smart Purchase Orders might suggest ordering 50 more to meet expected demand, adjusting automatically if production plans or past sales indicate changes.
{% endhint %}
👉 Refer to the [Smart Purchase Orders](/purchase-orders/smart-purchase-orders.md) document for full instructions on using this feature.
***
#### **Import**
This allows you to make changes to supplier details in bulk and import them into Supply’d.
Here is an overview of how to import supplier details in Supply’d:
{% stepper %}
{% step %}
#### Choose What to Import
Select the type of data you want to import from the menu:
* **Supplier Data** – core supplier details
* **Locations** – supplier addresses and operating hours
* **Contacts** – supplier contact people
* **Purchasing** – product purchasing information
The **Import Suppliers** form will open.
***
{% endstep %}
{% step %}
#### Download the Import Template
Click on **Download the template**. The **Export Suppliers** form will open.
{% hint style="success" %}
Each template is structured to match Supply’d’s required fields.
{% endhint %}
***
{% endstep %}
{% step %}
#### Select Your Options
Under **Data Source** select to either **Supply'd** to include your existing supplier data in the download.
In the **Fields** section tick the boxes if you would to include additional fields for other data types.
Click .
***
{% endstep %}
{% step %}
#### Complete the Template
Open the template in a spreadsheet application such as Excel or Numbers and fill in the required information.
* Follow the column headings carefully
* Do not change column names
* Leave ID fields blank for new records
***
{% endstep %}
{% step %}
#### Save as CSV
Once completed, export or save the file as a **CSV** (comma-separated values) file.
***
{% endstep %}
{% step %}
#### Upload the File
Return to Supply’d, upload the completed CSV file, click and follow the on-screen prompts to confirm the import.
Existing records will be updated if matching IDs are found.
***
{% endstep %}
{% step %}
#### Review the Results
After the import completes, review the supplier details to ensure the information has been imported correctly.
{% endstep %}
{% endstepper %}
👉 The import process is explained in more detail in the [Bulk Importing Suppliers](/suppliers/bulk-importing-suppliers.md) document.
***
#### Export
Selecting **Export** will open the **Export Suppliers** form allowing you to export your chosen data type to you computer as a spreadsheet.
***
## Managing a Supplier
Clicking on a supplier will open that supplier's profile page displaying 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 contacts, locations, and orders 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.
This page contains eight tabs, each providing information on different aspects of the supplier.
We will explain each in detail below, including instructions on how to manage the content of each tab. Simply click the relevant tab to view the corresponding details.
{% tabs %}
{% tab title="About" %}
#### About
The **About** tab provides an overview of the supplier, including their account number, payment terms, Invoice Inbox, supplier groups they belong to, and minimum spend. It also displays useful statistics, such as the number of orders you have placed with them, the total amount spent, and the date of your most recent order.
{% hint style="info" %}
**Invoice Inbox**
This field is automatically generated for each supplier to send their invoices, allowing them to be matched with received goods. It’s especially useful when using the **Expense** module. Simply share this email address with each supplier so they can email invoices, in PDF format, directly to your unique **Invoice Inbox**.
{% endhint %}
{% endtab %}
{% tab title="Contacts" %}
### Contacts
The **Contacts** tab displays a list of contacts for the supplier.
Clicking on a contact will open that contact’s details.
***
#### Adding a Contact
A contact can be added when initially adding a supplier. If you would like to add additional contacts, you can do so here.
{% stepper %}
{% step %}
#### Click Add +
Click on **Add +** in the top right.
The **Add Contact** form will open.
Complete the sections as outlined below:
***
{% endstep %}
{% step %}
#### Contact Details
**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
Additional setting for the contact.
**Notifications**
Select the notifications you would like this contact to receive.
**Notes**
Add any notes about this contact for internal reference only. This information is not visible to anyone else.
***
{% endstep %}
{% step %}
#### Click Save
Click to add the contact.
The contact will appear on the supplier's contact list.
{% endstep %}
{% endstepper %}
***
#### Editing a Contact
To edit a contact:
{% stepper %}
{% step %}
Select **Suppliers** from the main menu.
{% endstep %}
{% step %}
Select the supplier whose contact you would like to edit.
{% endstep %}
{% step %}
Go to the **Contacts** tab and select the contact you would like to edit.
The contact's details will open.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Edit Contact**.
The **Edit Contact** form will open.
{% endstep %}
{% step %}
Update the details following the guidelines for [#adding-a-contact](#adding-a-contact "mention") above.
{% endstep %}
{% step %}
Click to apply the updates.
{% endstep %}
{% endstepper %}
***
#### Removing a Contact
To remove a contact:
{% stepper %}
{% step %}
Select **Suppliers** from the main menu.
{% endstep %}
{% step %}
Select the supplier whose contact you would like to remove.
{% endstep %}
{% step %}
Go to the **Contacts** tab and select the contact you would like to remove.
The contact's details will open.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Contact**.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
{% endtab %}
{% tab title="Locations" %}
### Locations
The **Locations** tab displays a list of locations for billing and shipping for the supplier.
Clicking on a location will open that location’s details.
***
#### Adding a Location
A supplier’s billing address can be added when the supplier is first created. If a supplier has multiple locations, you can add them here.
{% stepper %}
{% step %}
#### Click Add +
Click on **Add +** in the top right.
The **Add Location** form will open.
Complete the sections as outlined below:
***
{% endstep %}
{% step %}
#### Location Details
**Location Name\* \[required field]**
Enter a name for this location.
**Location Type**
Select whether the address is for **Billing**, **Shipping**, or both **Billing & Shipping**.
{% hint style="warning" %}
You can only have one billing address.
{% endhint %}
**Address\* \[required field]**
Enter the supplier's street address.
**Suburb\* \[required field]**
Enter the supplier's suburb.
**State/Province\* \[required field]**
Select the supplier's state.
**Postcode\* \[required field]**
Enter the supplier's postcode.
**Country\* \[required field]**
Select the supplier's country.
***
{% endstep %}
{% step %}
#### Operating Hours
The **Operating Hours** section shows when the supplier is open each day. You can set start and finish times to help determine the best times to place orders or contact them.
Select the opening and closing hours for each day. If the business is closed on a certain day, select **Closed**.
***
{% endstep %}
{% step %}
#### Delivery Days
The **Delivery Days** section lets you specify which days the supplier delivers. This helps you plan orders and know when to expect stock.
**Delivery Days**
Tick the boxes for the days this supplier delivers.
**Order Cut-off**
Select an order cut-off time.
An order cut-off is the latest time an order must be placed before a delivery day. If you order after this time, that delivery day won’t be available.
Select **Not Set** if the supplier doesn’t have a cut-off.
**Delivery Delay**
Enter a delivery delay.
A delivery delay is extra time added between when an order is placed and when it is delivered. It’s used to give the supplier time to process the order before shipping.
***
{% endstep %}
{% step %}
#### Advanced
The **Advanced** section shows a map of the supplier’s exact location, helping you easily see where they are.
***
{% endstep %}
{% step %}
#### Click Save
Click to add the location.
{% endstep %}
{% endstepper %}
***
#### Editing a Location
{% stepper %}
{% step %}
Select **Suppliers** from the main menu and select the supplier that you would like to edit the location for.
{% endstep %}
{% step %}
Go to the **Locations** tab and select the location you would like to edit.
The location's details will open.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Edit Location**.
The **Edit Location** form will open.
{% endstep %}
{% step %}
Update any details as needed, following the guidelines outlined above for [#adding-a-location](#adding-a-location "mention").
{% endstep %}
{% step %}
Click to update the location details.
{% endstep %}
{% endstepper %}
***
#### Removing a Location
{% stepper %}
{% step %}
Select **Suppliers** from the main menu and select the supplier that you would like to remove the location for.
{% endstep %}
{% step %}
Go to the **Locations** tab and select the location you would like to remove.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Location**.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
{% endtab %}
{% tab title="Call Log" %}
### Call Log
The **Call Logs** tab is where you can record and review all communication with a supplier, such as phone calls or visits. It provides a central place to track interactions, ensuring you and your team have visibility over supplier communications.
Clicking on a call log will open the details for that log.
***
#### Adding a Call Log
{% stepper %}
{% step %}
#### Click Add +
Click the or **Add +** in the top right corner.
{% hint style="info" %}
The button only shows when there are no existing call logs. Use the **Add +** to log further calls.
{% endhint %}
The **Add Call Log** form will appear.
***
{% endstep %}
{% step %}
#### Complete the Form
**Supplier**
Automatically filled.
**Location**
Select the location of the call or visit.
**Call Date\* \[required field]**
Clicking on the field will cause a calendar to appear.
Select the month, year and day, and the time, then click on .
**Call Type\* \[required field]**
Select the type of call or visit - either **Visit** or **Call**.
**User**
Select the user or representative performing the call or visit.
**Next Call Date**
If a call or visit is scheduled, select the month, year, and day from the calendar.
**Notes**
Add any notes from the call or visit.
**Images**
Add any images relevant to the call or visit.
***
{% endstep %}
{% step %}
#### Click Save
Click to add the call.
{% endstep %}
{% endstepper %}
***
#### Editing a Call Log
{% stepper %}
{% step %}
Select **Suppliers** from the main menu and select the supplier that you would like to edit the call log for.
{% endstep %}
{% step %}
Go to the **Call Log** tab and select the call you would like to edit.
The call log details will open.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Edit Call Log**.
The **Edit Call Log** form will open.
{% endstep %}
{% step %}
Update any details as needed, following the guidelines outlined above for [#adding-a-call-log](#adding-a-call-log "mention").
{% endstep %}
{% step %}
Click to update the location details.
{% endstep %}
{% endstepper %}
***
#### Removing a Call Log
{% stepper %}
{% step %}
Select **Suppliers** from the main menu and select the supplier that you would like to remove the call log for.
{% endstep %}
{% step %}
Go to the **Locations** tab and select the call log you would like to remove.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Call Log**.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
{% endtab %}
{% tab title="Favourites" %}
### Favourites
The **Favourites** tab lists all your favourite products from this supplier.
Products ordered from suppliers are automatically added to **Favourites**, making them easy to find and reorder.
Clicking on a product will open its page, displaying all the details about that product.
{% hint style="success" %}
👉 To manage these products, refer to the [Managing Products](/products/managing-products.md) document.
{% endhint %}
***
### Bulk Actions
Clicking the button on the **Favourites** page allows you to make changes singularly or in bulk.
Selecting one or more orders from the list and then clicking the button will open a menu with the options for those orders.
{% hint style="success" %}
Ticking the square beside the button will select all products on the list.
{% endhint %}
{% hint style="info" %}
This button stays greyed out and inactive until at least one product is selected. After selecting products, the button turns green and becomes clickable.
{% endhint %}
**Bulk Edit**, **Export Products** & **Download**
👉 See the [Managing Products](/products/managing-products.md#bulk-actions) section of the [Managing Products](/products/managing-products.md) document for an explanation of these options.
**Remove**
* **From Favourites:** This will remove a product from your favourites list.
* **From Supplier:** This will remove the selected products from this supplier, while keeping the products in your system. This is useful if, for example, you switch to buying the product from another supplier.
* **Products:** This will remove the selected products from your **Products** list.
{% endtab %}
{% tab title="Products" %}
### Products
The **Products** tab lists all of a supplier’s products. For a custom supplier, this includes all the products you have manually added for them. For a Supply’d-connected supplier, it shows all products available for you to order from that supplier.
Clicking on a product will open its page, displaying all the details about that product.
{% hint style="success" %}
👉 These products can be managed as explained in the [Managing Products](/products/managing-products.md) document.
{% endhint %}
If the supplier is a custom supplier, you can add their products by clicking **Add +** in the top right and following the instructions in the [Adding & Updating Products](/products/adding-and-updating-products.md) document.
***
### Bulk Actions
Clicking the button on the **Products** page allows you to make changes singularly or in bulk.
Selecting one or more orders from the list and then clicking the button will open a menu with the options for those orders.
{% hint style="success" %}
Ticking the square beside the button will select all products on the list.
{% endhint %}
{% hint style="info" %}
This button stays greyed out and inactive until at least one product is selected. After selecting products, the button turns green and becomes clickable.
{% endhint %}
**Bulk Edit** & **Print Shelf Tickets**
👉 See the [Managing Products](/products/managing-products.md#bulk-actions) section of the [Managing Products](/products/managing-products.md) document for an explanation of these options.
***
**Remove >**
* **From Supplier:** This will remove the selected products from this supplier, while keeping the products in your system. This is useful if, for example, you switch to buying the product from another supplier. You will be asked to confirm.\
\
* **Products:** This will remove the selected products from your **Products** list. You will be asked to confirm.
***
**Favourites >**
* **Add:** This will add the selected products to your [#favourites](#favourites "mention"). You will be asked to confirm.
* **Remove:** This will remove the selected products form your [#favourites](#favourites "mention"). You will be asked to confirm.
{% endtab %}
{% tab title="Orders" %}
### 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.
Clicking on an order will open it, displaying the full details.
{% hint style="success" %}
👉 Orders can be managed following the guidelines in the [Managing Purchase Orders](/purchase-orders/managing-purchase-orders.md) document.
👉 You can place new orders from this page by clicking **Add +** in the top right and following the instructions in the [Placing a Purchase Order](/purchase-orders/placing-a-purchase-order.md#creating-a-purchase-order-from-a-supplier) section of the [Placing a Purchase Order](/purchase-orders/placing-a-purchase-order.md) document.
{% endhint %}
{% endtab %}
{% tab title="Standing" %}
### Standing
The **Standing** tab displays any **Standing Purchase Orders** you’ve created, which are regular repeat orders set up with this supplier. Here, you can create, view, and manage **Standing Purchase Orders**.
{% hint style="success" %}
A **Standing Order** is a recurring order that is automatically placed at regular intervals for a specific supplier. It ensures that products you regularly purchase are ordered consistently, without needing to create a new order each time.
{% endhint %}
Clicking on an order will open it, displaying the full details.
{% hint style="success" %}
👉 These orders can be managed following the guidelines in the [Standing Purchase Orders](/purchase-orders/standing-purchase-orders.md#managing-standing-orders) section of the [Standing Purchase Orders](/purchase-orders/standing-purchase-orders.md) document.
👉 You can create new standing orders from this page by clicking **Add +** in the top right and following the instructions in the [Standing Purchase Orders](/purchase-orders/standing-purchase-orders.md#creating-standing-purchase-orders) section of the [Standing Purchase Orders](/purchase-orders/standing-purchase-orders.md) document.
{% endhint %}
{% endtab %}
{% endtabs %}
***
### Additional Options for a Supplier
Clicking the 3 dots in the top right will open a menu with additional options and actions for this supplier.
{% hint style="info" %}
This menu is the same across all tabs.
{% endhint %}
***
#### Edit Supplier
Opens the **Edit Supplier** form allowing you to edit the supplier's details.
👉 See [#how-to-edit-a-supplier](#how-to-edit-a-supplier "mention") below.
***
#### Smart Purchase
Opens the **Smart Purchase Order** form where you can create a **Smart Purchase Order**.
👉 See the [Smart Purchase Orders](/purchase-orders/smart-purchase-orders.md) document for details on how to complete this.
***
#### Actions > Set Next Call Date
Opens the **Set Next Call Date** form, allowing you to schedule the next call with this supplier and record the planned date in the system.
**Supplier**
Automatically entered.
**Location**
Select the location for the call.
**Next Call Date\* \[required field]**
Select the date from the calendar that appears when you click this field.
***
#### Import > Products
Opens the **Import Products** form, allowing you to bulk import products from the supplier into Supply'd.
👉 See the [Bulk Importing of Products](/products/bulk-importing-of-products.md) document for full detail on how to do this.
***
#### Export
#### Export > Products
Opens the **Export Products** form, allowing you to download a list of the supplier's products and all their details.
Select the fields you would like to include information for and click .
***
#### Export > Call Logs
Opens the **Export Call Logs** form, allowing you to download a list of all calls made to and received from the supplier.
**Supplier**
Automatically entered.
**Locations**
Select **All** to download information across all your locations, or choose a specific location.
Click to download the information as a spreadsheet.
***
#### Remove Supplier
This will remove the supplier.
👉 See [#how-to-remove-a-supplier](#how-to-remove-a-supplier "mention") below.
***
### Editing a Supplier
To edit a supplier:
{% hint style="warning" %}
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.
{% endhint %}
{% stepper %}
{% step %}
Select **Suppliers** from the main menu to open the **Suppliers** page. Select the supplier you would like to edit.
The supplier's profile page will open.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Edit Supplier** from the menu.
The **Edit Supplier** form will open.
{% endstep %}
{% step %}
Update any details as needed, following the guidelines outlined above for [Adding & Updating Products](/products/adding-and-updating-products.md).
{% endstep %}
{% step %}
Click to update the supplier's details.
{% endstep %}
{% endstepper %}
***
### Removing a Supplier
To remove a supplier:
{% stepper %}
{% step %}
Select **Suppliers** from the main menu and choose the supplier you would like to remove.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Supplier** from the menu.
You will be asked to confirm.
{% hint style="danger" %}
Confirm that you really do want to remove the supplier as the supplier will be removed along with all of their products.
{% endhint %}
Click .
{% 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 all suppliers available to connect with on Supply’d.
***
{% 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 %}
***
## Managing 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 don not want to connect with this supplier.
You will be asked to confirm.
Once approved the supplier will show on your **Suppliers** list.
{% endstep %}
{% endstepper %}
***
## 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-suppliers-details](#viewing-a-suppliers-details "mention") below.
***
### Adding a Supplier Group
Supplier Groups can be added by clicking an **Add +** in the top right and following the guidelines in the [Adding Suppliers & Supplier Groups](/suppliers/adding-suppliers-and-supplier-groups.md#supplier-groups) section of the [Adding Suppliers & Supplier Groups](/suppliers/adding-suppliers-and-supplier-groups.md) document.
***
### Editing a Supplier Group
To edit a **Supplier Group:**
{% stepper %}
{% step %}
Select **Suppliers** from the main menu to open the **Suppliers** page.
{% endstep %}
{% step %}
Go to the **Groups** tab and select the group you would like to edit.
{% 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.
Click to apply the change.
{% hint style="success" %}
Group members can be edited at an individual supplier level.
👉 See [#how-to-edit-a-supplier](#how-to-edit-a-supplier "mention") above for more information.
{% endhint %}
{% endstep %}
{% endstepper %}
***
## How to Remove a Supplier Group
To remove a **Supplier Group:**
{% stepper %}
{% step %}
Select **Suppliers** from the main menu to open the **Suppliers** page.
{% endstep %}
{% step %}
Go to the **Groups** tab and select the group you would like to remove.
{% endstep %}
{% step %}
Click on the 3 dots in the top right. Select **Remove Group**.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
***
## 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.
**Type**
Filter suppliers by their type:
* **Custom**: Only shows suppliers you’ve manually added.
* **System**: Shows suppliers already on Supply’d.
**Buyers Rep**
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.
Click to set the range.
**State**
Select a state to filter suppliers based on their location.
**Suburb**
Select a suburb to filter suppliers by.
**Postcode**
Select a postcode to filter suppliers by.
**Supplier Status**
Select a supplier status - either **Active** or **Removed** - to filter by.
This allows you to view and re-activate removed suppliers.
Click to apply your selections and filter the **Suppliers** list.
---
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