> 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-lite/suppliers/managing-suppliers-supplyd-lite.md).
# Managing Suppliers (Supply'd Lite)
Managing suppliers in Supply'd Lite helps you stay organised, streamline ordering, and easily track all your supplier details in one place.
Managing suppliers in Supply’d Lite is simple and efficient. It allows you to keep all your supplier information organised, making it easier to place orders and update details. Whether you're working with existing suppliers or adding new ones, Supply’d Lite gives you the tools to stay in control.
This document will guide you through managing your suppliers, including:
* [#the-suppliers-page](#the-suppliers-page "mention")
* [#managing-a-supplier](#managing-a-supplier "mention")
* [#editing-a-supplier](#editing-a-supplier "mention")
* [#removing-a-supplier](#removing-a-supplier "mention")
* [#filtering-the-suppliers-list](#filtering-the-suppliers-list "mention")
***
## The Suppliers Page
To view the **Suppliers** page, select **Suppliers** from the main menu.
You will see three tabs on this page:
**Suppliers**
The **Suppliers** tab lists all the suppliers you have connected to or that you have added to your Supply'd account.
👉 The [Adding Suppliers (Supply'd Lite)](/supplyd-lite/suppliers/adding-suppliers-supplyd-lite.md#adding-a-supplier) section of the [Adding Suppliers (Supply'd Lite)](/supplyd-lite/suppliers/adding-suppliers-supplyd-lite.md) document will show you how to add a supplier.
**Connect**
The **Connect** tab lists all suppliers available to connect with on Supply’d. Clicking on a supplier allows you to view all their information.
👉 See the [Adding Suppliers (Supply'd Lite)](/supplyd-lite/suppliers/adding-suppliers-supplyd-lite.md#connecting-with-a-supplyd-supplier) section of the [Adding Suppliers (Supply'd Lite)](/supplyd-lite/suppliers/adding-suppliers-supplyd-lite.md) document for more details.
**Requests**
The **Connect** tab lists any supplier connection requests. You can approve or decline suppliers you would like to trade with on Supply'd.
{% hint style="success" %}
The number of active requests you currently have will be indicated by the number in the red circle at the top right of the **Requests** tab.
{% endhint %}
👉 See the [Adding Suppliers (Supply'd Lite)](/supplyd-lite/suppliers/adding-suppliers-supplyd-lite.md#supplier-requests) section of the [Adding Suppliers (Supply'd Lite)](/supplyd-lite/suppliers/adding-suppliers-supplyd-lite.md) document for more information.
{% hint style="success" %}
You will notice the tags beside the company names on the list:
- A business that is already on Supply'd.
- A supplier that is not on Supply'd and that you have added to your Supply'd Lite account.
{% endhint %}
***
## Managing a Supplier
Clicking on a supplier opens the supplier's profile page, where you can view supplier details, products, orders, promotions, and other related information. From here, you can also place and manage orders.
This page contains nine tabs (or eight for a Custom supplier), each providing different supplier information.
The following sections explain each tab and how to manage its contents. Click the relevant link or tab in either of the two tables below to view the corresponding information.
* [#about](#about "mention")
* [#contacts](#contacts "mention")
* [#locations](#locations "mention")
* [#favourites](#favourites "mention")
* [#products](#products "mention")
* [#purchases](#purchases "mention")
* [#standing](#standing "mention")
* [#credits](#credits "mention")
* [#promotions](#promotions "mention")
{% tabs %}
{% tab title="About" icon="circle-info" %}
## About
This tab displays key details such as the supplier's ABN, payment terms, website, minimum spend, total number of orders you’ve placed, and the total amount you’ve spent with them.
{% hint style="success" %}
**Invoice inbox**
This field is an email inbox automatically created for each supplier. Suppliers use it to send their invoices directly to Supply’d. When an invoice is received, it can be matched with the goods that were delivered - making it much easier and faster to manage and track expenses. This is most useful for the **Expense** module in the full version of Supply'd.
{% endhint %}
{% endtab %}
{% tab title="Contacts" icon="envelope" %}
## Contacts
The **Contacts** tab in Supply’d Lite shows all contacts for a supplier, including their names, roles, and contact details like phone numbers and email addresses. It helps you quickly find and communicate with the right person for orders or queries. This tab also allows you to add, remove, or edit contacts, making it easy to keep your supplier contact information up to date.
{% hint style="success" %}
If the list is long, you can rearrange it by clicking the three lines next to a name and dragging it to your preferred spot.
{% endhint %}
Clicking a contact will open a page showing all their details.
***
### Adding a Contact
The initial contact can be added when [Adding Suppliers (Supply'd Lite)](/supplyd-lite/suppliers/adding-suppliers-supplyd-lite.md). If you didn’t add one during setup, or need to add an extra contact, you can do that here.
{% stepper %}
{% step %}
#### Select the Supplier
Select **Suppliers** from the main menu and select the supplier that you would like to add a contact for.
***
{% endstep %}
{% step %}
#### Click Add Contact or Add+
With the **Contacts** tab open, **Add+** in the top right.
The **Add Contact** form will open.
{% hint style="success" %}
To open or close the sections on this form, click the little arrows to the right of the titles (as circled in red above).
{% endhint %}
Complete the sections as follows:
***
{% endstep %}
{% step %}
#### Contact Details
**First Name**
Enter the first name of the supplier’s representative or contact person.
**Last Name**
Enter the last name of the supplier’s representative or contact person.
**Role/Department**
Add the role or department the contact belongs to, eg. Sales Representative, Accounts, or Customer Service.
**Email**
Enter the contact’s email address.
**Mobile**
Add the contact’s mobile number.
**Phone**
Add the contact’s phone number, eg. a company landline phone number.
***
{% endstep %}
{% step %}
#### Settings
**Notifications**
Tick this box to allow the contact to receive order emails.
**Notes**
Add any internal notes about the contact. These are for your reference only and are not visible to the supplier or contact.
***
{% endstep %}
{% step %}
#### Click Save
Click to add the contact.
{% endstep %}
{% endstepper %}
***
### Editing a Contact
Editing a contact in Supply’d lets you update their details, role, or communication preferences. This ensures your supplier communications stay accurate and reach the right person.
{% stepper %}
{% step %}
Select **Suppliers** from the main menu and select the supplier that you would like to edit the contact for.
{% endstep %}
{% step %}
Go to the **Contacts** tab and select the contact you would like to edit.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Edit Contact** from the menu.
The **Edit Contact** form will open.
{% endstep %}
{% step %}
Update any details as needed, following the guidelines outlined above for [#adding-a-contact](#adding-a-contact "mention").
{% endstep %}
{% step %}
Click to update the contact's details.
{% endstep %}
{% endstepper %}
***
### Removing a Contact
{% stepper %}
{% step %}
Select **Suppliers** from the main menu and select the supplier that you would like to remove the contact for.
{% endstep %}
{% step %}
Go to the **Contacts** tab and select the contact you would like to remove.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Contact** from the menu.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
{% endtab %}
{% tab title="Locations" icon="earth-oceania" %}
## Locations
The **Locations** tab of a supplier shows all the addresses or sites associated with that supplier. Here you can add new locations, edit existing ones, or view details for each location, helping you manage deliveries, stock, and orders more efficiently.
Clicking a location will open a page showing all the details.
***
### Adding a Location
The initial location can be added when [Adding Suppliers (Supply'd Lite)](/supplyd-lite/suppliers/adding-suppliers-supplyd-lite.md). If you didn’t add one during setup, or need to add an extra location, you can do that here.
{% hint style="warning" %}
Locations can only be added, edited, or removed for custom suppliers, ie. those you have added to your Supply'd Lite account.
{% endhint %}
{% stepper %}
{% step %}
#### Click Add Location or Add+
With the **Locations** tab open, click or **Add+** in the top right.
{% hint style="info" %}
The button is only available when no contacts have been added. To add more locations after that, use the **Add+** button.
{% endhint %}
The **Add Location** form will open.
Complete the sections as follows:
***
{% endstep %}
{% step %}
#### Location Details
**Location Name\* \[required field]**
Add a name for this location.
**Location Type**
Select if 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, so you know the best times to place orders or contact them.
***
{% 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 %}
{% 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.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Edit Location** from the menu.
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 contact you would like to remove.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Location** from the menu.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
{% endtab %}
{% tab title="Favourites" icon="circle-heart" %}
## Favourites
The **Favourites** section shows all the products you buy from this supplier, making them easy to find and order quickly.
{% hint style="success" %}
Products can easily be added to your orders from this page buy clicking the to add them.
{% endhint %}
👉 See the [Favourites (Supply'd Lite)](/supplyd-lite/favourites-supplyd-lite.md) document for more details on adding and managing **Favourites**.
{% endtab %}
{% tab title="Products" icon="warehouse-full" %}
## Products
The **Products** section lists all the items you’ve added for this supplier, showing everything available to order or manage.
{% hint style="success" %}
The **Add +** button in the top right opens the **Add Product** form allowing you to add a product.
👉 See how to do this in the [Adding Supplier Products (Supply'd Lite)](/supplyd-lite/products-supplyd-lite/adding-supplier-products-supplyd-lite.md) document.
{% endhint %}
Clicking on a product will open that products page.
{% hint style="success" %}
The 3 dots in the top right allows you to edit, duplicate or remove the product for any of your custom suppliers.
👉 See the [Editing & Removing Products (Supply'd Lite)](/supplyd-lite/products-supplyd-lite/editing-and-removing-products-supplyd-lite.md) document for more details.
{% endhint %}
{% endtab %}
{% endtabs %}
{% tabs %}
{% tab title="Purchases" icon="basket-shopping" %}
## Purchases
The **Purchases** section shows all the orders you’ve placed with this supplier, including their status and details.
Click **Add+** in the top right to open the **Edit Purchase Order** form where you can create an order.
👉 The [Ordering (Supply'd Lite)](/supplyd-lite/purchases/ordering-supplyd-lite.md) document goes into more detail about this.
{% endtab %}
{% tab title="Standing" icon="cart-circle-plus" %}
## Standing
The **Standing** tab displays any **Standing Purchase Orders** you’ve created, which are regular repeat orders set up with your suppliers. Here, you can create, view, and manage Standing Purchase Orders.
Click **Add+** in the top right to open the **Add Standing Purchase Order** form and create a new standing order.
👉 See the [Standing Purchase Orders (Supply'd Lite)](/supplyd-lite/purchases/standing-purchase-orders-supplyd-lite.md) document for full details on creating and managing standing orders.
{% endtab %}
{% tab title="Credits" icon="arrow-rotate-left" %}
## Credits
The **Credits** tab lists any credits this supplier has applied to your account.
{% hint style="warning" %}
This tab is only available for suppliers only and is not displayed for suppliers.
Credits cannot be created or added manually. They are issued by your **Supply’d** supplier and will appear automatically here when available.
{% endhint %}
{% hint style="success" %}
Credits appear with colour-coded statuses for easy identification:\
* - The credit is available and will be automatically applied to the next eligible order placed with the supplier.
* - The credit has been applied to an order and is no longer available for use.\
{% endhint %}
Clicking on a credit will display the details.
Credits are automatically applied to the next order placed with the supplier.
Once a credit has been applied, its status will change to in the **Credits** tab.
{% endtab %}
{% tab title="Promotions" icon="badge-percent" %}
{% tabs %}
{% tab title="Promotions" icon="badge-percent" %}
## Promotions
The **Promotions** tab displays all promotions for the selected supplier. From here, you can view current and upcoming promotions, including the products included, promotional prices, and promotion dates.
Clicking on a promotion will display all available details, including the promotion settings, products, pricing, dates, and other relevant information.
Supplier promotions are displayed throughout Supply’d, including on the **Products** page, **Product** page, **Favourites** page, and when creating a **Purchase Order**. Promotional products are identified by a green promotion badge beneath the product name, which also displays the promotion dates so you can see how long the offer is available.
***
#### Adding a Promotion
Promotions for suppliers are created and managed by the supplier and cannot be added or edited manually. For suppliers, you can create and manage your own promotions as required.
To add a Promotion for a supplier, click on or **Add +** in the top right.
{% hint style="success" %}
The button is only available when no promotions have been sent or created. Once a promotion exists, use **Add+** to create additional promotions.
{% endhint %}
The **Add Promotion** form will open.
👉 See the [Supplier Promotions (Supply'd Lite)](/supplyd-lite/suppliers/supplier-promotions-supplyd-lite.md) doc for full details.
{% endtab %}
{% endtabs %}
{% endtab %}
{% endtabs %}
***
## Editing a Supplier
Editing a supplier in Supply’d lets you update or correct any details for suppliers you’ve already added, ensuring your records stay accurate and up to date.
{% stepper %}
{% step %}
Select **Suppliers** from the main menu and select the supplier that you would like to edit.
{% 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 %}
The **Edit Supplier** form includes the same fields as the **Add Supplier** form, minus the **Address** and **Contacts** sections. Update any details as needed, following the guidelines outlined above for [Adding Suppliers (Supply'd Lite)](/supplyd-lite/suppliers/adding-suppliers-supplyd-lite.md).
{% hint style="success" %}
👉 See [#editing-a-location](#editing-a-location "mention") and [#editing-a-contact](#editing-a-contact "mention") above for details on how to update the address and contact details.
{% endhint %}
{% endstep %}
{% step %}
Click to update the supplier's details.
{% endstep %}
{% endstepper %}
***
## Removing a Supplier
{% stepper %}
{% step %}
Select **Suppliers** from the main menu and select the supplier that 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.
Click .
{% endstep %}
{% endstepper %}
***
## Filtering the Suppliers List
Filtering the **Suppliers** list in Supply’d Lite helps you quickly find specific suppliers by narrowing down the list based on name or other details. This makes managing and accessing supplier information faster and more efficient.
{% hint style="success" %}
Click the magnifying glass next to the filter button to search the **Suppliers** list by name.
{% endhint %}
To filter the list, click on the 3 lines at the top right.
The **Filter Suppliers** form will open.
You can filter by:
**Company Name**
Filter the list by supplier by typing the company name.
**Group**
Ignore this field - supplier groups are not supported in Supply’d Lite.
**Type**
Select the supplier type you’d like to filter by:
* **Supply'd -** A supplier available on Supply’d.
* **Custom -** A supplier you’ve added to your account.
**State**
Select the state from the drop-down menu to filter suppliers by location.
**Suburb**
Type in the suburb name to narrow down the supplier list.
**Postcode**
Enter a postcode to filter the supplier list and show only suppliers in that area.
**Supplier Status**
Filter by supplier status - either **Active** or **Removed**. This lets you view current suppliers or view and re-activate those that were previously removed.
Click to apply your selections and filter the **Suppliers** list.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.
Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:
```
GET https://help.supplyd.co/supplyd-lite/suppliers/managing-suppliers-supplyd-lite.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.
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.
- A business that is already on Supply'd.
- A supplier that is not on Supply'd and that you have added to your Supply'd Lite account.
{% endhint %}
***
## Managing a Supplier
Clicking on a supplier opens the supplier's profile page, where you can view supplier details, products, orders, promotions, and other related information. From here, you can also place and manage orders.
%20-%20Lite.png?alt=media&token=a277fd19-a7fa-4e05-b48d-38014813c5f6)
to add the contact.
.
or **Add+** in the top right.
to update the location details.
to add them.
{% endhint %}
- The credit is available and will be automatically applied to the next eligible order placed with the supplier.
* 
- The credit has been applied to an order and is no longer available for use.\ 
.png?alt=media&token=980f8fcc-b122-4a75-b53f-27ca636ddfb9)
or **Add +** in the top right.
to apply your selections and filter the **Suppliers** list.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.
Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:
```
GET https://help.supplyd.co/supplyd-lite/suppliers/managing-suppliers-supplyd-lite.md?ask=