> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/suppliers/adding-suppliers-and-supplier-groups/adding-a-custom-supplier.md).
# Adding a Custom Supplier
Adding a Custom Supplier allows you to manage and order from suppliers who are not yet on Supply’d, keeping all your supplier information, products, and purchasing activities in one place.
Adding a **Custom Supplier** in Supply’d allows you to manage and order from suppliers who are not yet connected through the Supply’d platform. You can record important supplier information, including contact details, locations, delivery details, payment terms, products, pricing, and other supplier-specific settings. Custom Suppliers can be added individually or imported in bulk using a CSV file, allowing you to manage all your suppliers and purchasing activities in one place.
Adding a **Custom Supplier** in Supply’d is quick and simple, allowing you to start managing and ordering from the supplier in less than a minute.
{% hint style="success" %}
👉 Refer to the [Adding Suppliers in Bulk](/supplyd-erp/suppliers/bulk-importing-suppliers/adding-suppliers-in-bulk.md) document for instructions on how to import multiple suppliers in bulk.
{% endhint %}
{% hint style="success" %}
**Supplier Types** - **Supply’d Suppliers** are suppliers that are already on the Supply’d platform and connected to your business. Their supplier and product information is managed by the supplier and synced automatically through Supply’d, allowing you to interact, place orders, and trade with them directly through the platform. As their information is managed through Supply’d, these suppliers cannot be added manually. - **Custom Suppliers** are suppliers that you manually add to your Supply’d account because they are not currently connected to you through the Supply’d platform. You manage their supplier details, contacts, locations, products, pricing, and other relevant information within your account. - A supplier you’ve requested to connect with, but who has not yet approved your request.
**Supplier Statuses** are displayed in different colours on the **Suppliers** list, making it easy to quickly identify each supplier’s type and status.
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This document will guide you through adding **Custom Suppliers** individually.
***
## Adding a Custom Supplier
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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 open.
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To open or close the sections on this form, click the little arrows to the right of each section heading (as circled in red above).
{% endhint %}
Complete the sections following the guidlines below:
***
{% endstep %}
{% step %}
#### Company Details
**Trading Name\* \[required field]**
Enter the trading name of the supplier you are adding.
{% hint style="success" %}
As you enter the supplier’s details, Supply’d will automatically check for matching suppliers already on the platform. If a match is found, you will be prompted to connect with the existing **Supply’d Supplier** instead of creating a **Custom Supplier**.
👉 Proceed as explained from **Step 3** onwards in the [Connecting to a Supply'd Supplier](/supplyd-erp/suppliers/adding-suppliers-and-supplier-groups/connecting-to-a-supplyd-supplier.md) document for instructions on how to connect with the supplier.
{% endhint %}
{% hint style="success" %}
You can also add your own business as a **Supplier**. This is useful for franchises or businesses with multiple stores that order from a central production facility.
When you enter your business name, Supply’d will recognise the existing account and prompt you to connect to it. If you add your own business as a supplier, Supply’d will automatically add it as a **Customer** as well, so you do not need to add it separately as both a supplier and a customer.
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**Company Logo**
Optionally, upload the supplier’s **Company Logo**.
1. Click .
2. Select the appropriate image file from your computer, such as a **JPG** or **PNG**.
3. Once uploaded, the logo will be displayed with the supplier’s information in Supply’d.
{% hint style="success" %}
Uploading a **Company Logo** is optional, but it can make suppliers easier to visually identify throughout Supply’d, including in supplier lists and reports.
{% endhint %}
**Business Number**
Enter the supplier’s registered business number, such as their **ABN** or **NZBN**.
**Company Legal Name**
Enter the supplier’s legal company name as registered with the relevant business registry.
**Groups**
Select any **Supplier Groups** you would like to assign the supplier to. Groups help you organise and manage related suppliers together.
{% hint style="success" %}
👉 See the [Supplier Groups](/supplyd-erp/suppliers/supplier-groups.md) documents for more information on creating and managing Supplier Groups, including how to organise suppliers into groups for easier management and ordering.
{% endhint %}
**Account Number**
Enter the account number your business has with the supplier, if applicable. The account number will be displayed on **Purchase Orders**.
**Website**
Enter the supplier’s website address.
***
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{% step %}
#### Custom Fields
Complete any **Custom Fields** that have been created for suppliers. These fields allow you to record additional supplier-specific information that is relevant to your business.
{% hint style="success" %}
**Custom Fields** allow you to record additional information about a supplier that is not included in the standard supplier fields. You can create fields based on the information relevant to your business and complete them when adding or editing a supplier.
👉 See the [Supplier Settings](/supplyd-erp/settings/supplier-settings.md) document for information on creating custom fields for suppliers.
{% endhint %}
***
{% endstep %}
{% step %}
#### Address
Enter the address details for the supplier. This information helps maintain accurate supplier records and can be used when managing purchasing and supplier-related information.
**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. This provides a main point of contact for communicating with the supplier.
**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
Complete the additional **Settings** for the supplier. These settings allow you to configure supplier-specific preferences and requirements to suit how your business manages and orders from the supplier.
**Order Minimums**
Often suppliers require orders to meet a minimum value or quantity before they can be placed. Select whether the supplier requires a **Minimum Spend** or **Minimum Carton Quantity**, then enter the applicable minimum. When enabled, Supply’d will prevent an order from being sent until the required minimum has been met.
* **Minimum Spend:** When **Minimum Spend** is selected, an additional **Minimum Spend** field will appear. Enter the minimum dollar amount that must be reached before an order can be sent to the supplier.\
* **Minimum Carton Qty:** When **Minimum Carton Qty** is selected, an additional **Minimum Qty** field will appear. Enter the minimum number of cartons that must be ordered before an order can be sent to the supplier.\
**Payment Terms**
Enter the supplier’s **Payment Terms** to specify when payment is due. First, enter the number of days allowed for payment, then select the option that determines how the payment due date is calculated:
* **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](/supplyd-erp/settings/supplier-settings.md).
**Currency**
Select the **Currency** used when purchasing products from this supplier. This ensures purchase orders and supplier pricing are recorded in the appropriate currency.
**Buyer’s Rep**
Select the **Buyer’s Rep** responsible for managing this supplier. This can help your team identify who is responsible for the supplier relationship and purchasing activities.
**Default Sales Period (Days)**
Enter the default number of days used for products purchased from this supplier. This allows you to override your standard sales period when products from the supplier require a shorter or longer period.
**Notes**
Enter any additional notes or information about the supplier that may be useful to your team. These notes are for **internal reference only** and are not visible to the supplier.
***
{% endstep %}
{% step %}
#### Payment Details
Enter the supplier’s bank account details to enable **ABA** file generation when processing supplier payments through **Expenses** in Supply’d.
**BSB**
Enter the **BSB** for the supplier’s bank account. The BSB must contain a maximum of 6 digits.
**Account Number**
Enter the **Account Number** for the supplier’s bank account. The account number must contain a maximum of 9 digits.
***
{% hint style="warning" %}
The **MYOB** and **Xero** sections will only appear if these platforms are integrated with your Supply’d account.\
**Note:** The integration name displayed, such as **MYOB Test**, will reflect the name assigned to the integration when it was set up.
👉 See the [Integrations](/supplyd-erp/settings/integrations.md) help section for information on integrating various platforms with Supply'd.
{% endhint %}
***
{% endstep %}
{% step %}
#### MYOB - \[Integration Name] Settings
Configure the **MYOB** settings for this supplier. The integration name displayed in this section will reflect the name assigned to the MYOB integration during setup. For example, if the integration was named **MYOB Test**, the section will display **MYOB - "MYOB Test" Settings**.
**MYOB "Test Contact"**
Select or enter the **MYOB Contact** that corresponds to this supplier. This links the supplier in Supply’d to the appropriate contact in your MYOB account.
***
{% endstep %}
{% step %}
#### Xero - \[Integration Name] Settings
Configure the **Xero** settings for this supplier. The integration name displayed in this section will reflect the name assigned to the Xero integration during setup.
**Xero Contact**
Select or enter the **Xero Contact** that corresponds to this supplier. This links the supplier in Supply’d to the appropriate contact in your Xero account.
***
{% endstep %}
{% step %}
#### Advanced
Configure **Advanced Settings** that apply to this supplier.
**Order Alert**
Enter an internal alert that will be displayed when creating an order for this supplier. This can be used to remind users of important supplier-specific information before placing an order. The alert is for **internal use only** and is not visible to the supplier.
***
{% endstep %}
{% step %}
#### Save
Click to add your supplier.
{% hint style="success" %}
After adding a **Custom Supplier**, you may also want to add or import the products you purchase from them.
Products can be added from the **Products** page or directly from the **Supplier’s** page.
👉 See the [Adding Supplier's Products](/supplyd-erp/suppliers/adding-suppliers-products.md) documents for more information on adding products from the **Products** page.
{% endhint %}
{% hint style="warning" %}
Products can only be manually added for **Custom Suppliers**. Products from **Supply’d Suppliers** are managed by the supplier and automatically synced to your account, so you cannot manually add or edit their products. For **Custom Suppliers**, you can add and manage product information such as pricing, descriptions, and other product details.
{% endhint %}
{% endstep %}
{% endstepper %}
---
# Agent Instructions
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## Querying This Documentation
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Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:
```
GET https://help.supplyd.co/supplyd-erp/suppliers/adding-suppliers-and-supplier-groups/adding-a-custom-supplier.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
- **Supply’d Suppliers** are suppliers that are already on the Supply’d platform and connected to your business. Their supplier and product information is managed by the supplier and synced automatically through Supply’d, allowing you to interact, place orders, and trade with them directly through the platform. As their information is managed through Supply’d, these suppliers cannot be added manually.
- **Custom Suppliers** are suppliers that you manually add to your Supply’d account because they are not currently connected to you through the Supply’d platform. You manage their supplier details, contacts, locations, products, pricing, and other relevant information within your account.
- A supplier you’ve requested to connect with, but who has not yet approved your request.
.
2. Select the appropriate image file from your computer, such as a **JPG** or **PNG**.
3. Once uploaded, the logo will be displayed with the supplier’s information in Supply’d.
{% hint style="success" %}
Uploading a **Company Logo** is optional, but it can make suppliers easier to visually identify throughout Supply’d, including in supplier lists and reports.
{% endhint %}
to add your supplier.
