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
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 a Supplier section of the Adding Suppliers (Supply'd Lite) 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 Connecting with a Supply'd Supplier section of the Adding Suppliers (Supply'd Lite) 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.
👉 See the Supplier Requests section of the Adding Suppliers (Supply'd Lite) document for more information.
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.
Supplier Details
Clicking on a supplier opens a page showing all their details.
There are seven tabs displayed at the top of the page. We will discuss these in detail below.
Clock on a link above or a tab below.
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.
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.
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.
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.
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). If you didn’t add one during setup, or need to add an extra contact, you can do that here.
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.
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.
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.
Select Suppliers from the main menu and select the supplier that you would like to edit the contact for.
Go to the Contacts tab and select the contact you would like to edit.
Click on the 3 dots in the top right and select Edit Contact from the menu.
The Edit Contact form will open.
Update any details as needed, following the guidelines outlined above for Adding a Contact.
Click 
to update the contact's details.
Removing a Contact
Select Suppliers from the main menu and select the supplier that you would like to remove the contact for.
Go to the Contacts tab and select the contact you would like to remove.
Click on the 3 dots in the top right and select Remove Contact from the menu.
You will be asked to confirm.
Click 
.
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). If you didn’t add one during setup, or need to add an extra location, you can do that here.
Locations can only be added, edited, or removed for custom suppliers, ie. those you have added to your Supply'd Lite account.
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.
You can only have one billing address.
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.
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.
Editing a Location
Select Suppliers from the main menu and select the supplier that you would like to edit the location for.
Go to the Locations tab and select the location you would like to edit.
Click on the 3 dots in the top right and select Edit Location from the menu.
The Edit Location form will open.
Update any details as needed, following the guidelines outlined above for Adding a Location.
Click 
to update the location details.
Removing a Location
Select Suppliers from the main menu and select the supplier that you would like to remove the location for.
Go to the Locations tab and select the contact you would like to remove.
Click on the 3 dots in the top right and select Remove Location from the menu.
You will be asked to confirm.
Click .
Favourites
The Favourites section shows all the products you buy from this supplier, making them easy to find and order quickly.
Products can easily be added to your orders from this page buy clicking the 
to add them.
👉 See the Favourites (Supply'd Lite) document for more details on adding and managing Favourites.
Products
The Products section lists all the items you’ve added for this supplier, showing everything available to order or manage.
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) document.
Clicking on a product will open that products page.
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) document for more details.
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) document goes into more detail about this.
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) document for full details on creating and managing standing orders.
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.
Select Suppliers from the main menu and select the supplier that you would like to edit.
Click on the 3 dots in the top right and select Edit Supplier from the menu.
The Edit Supplier form will open.
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).
👉 See Editing a Location and Editing a Contact above for details on how to update the address and contact details.
Click to update the supplier's details.
Removing a Supplier
Select Suppliers from the main menu and select the supplier that you would like to remove.
Click on the 3 dots in the top right and select Remove Supplier from the menu.
You will be asked to confirm.
Click .
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.
Click the magnifying glass next to the filter button to search the Suppliers list by name.
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.
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