Managing Suppliers (Supply'd Lite)

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

• Managing a Supplier

• Editing a Supplier

• Removing a Supplier

• Filtering the Suppliers List

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.

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

• Contacts

• Locations

• Favourites

• Products

• Purchases

• Standing

• Credits

• Promotions

About

Contacts

Locations

Favourites

Products

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.

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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.

1

Select the Supplier

Select Suppliers from the main menu and select the supplier that you would like to add a contact for.

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2

Click Add Contact or Add+

With the Contacts tab open, Add+ in the top right.

The Add Contact form will open.

To open or close the sections on this form, click the little arrows to the right of the titles (as circled in red above).

Complete the sections as follows:

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3

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.

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4

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.

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5

Click Save

Click to add the contact.

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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.

1

Select Suppliers from the main menu and select the supplier that you would like to edit the contact for.

2

Go to the Contacts tab and select the contact you would like to edit.

3

Click on the 3 dots in the top right and select Edit Contact from the menu.

The Edit Contact form will open.

4

Update any details as needed, following the guidelines outlined above for Adding a Contact.

5

Click to update the contact's details.

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Removing a Contact

1

Select Suppliers from the main menu and select the supplier that you would like to remove the contact for.

2

Go to the Contacts tab and select the contact you would like to remove.

3

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.

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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.

1

Click Add Location or Add+

With the Locations tab open, click or Add+ in the top right.

The button is only available when no contacts have been added. To add more locations after that, use the Add+ button.

The Add Location form will open.

Complete the sections as follows:

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2

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.

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3

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.

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4

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.

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5

Advanced

The Advanced section shows a map of the supplier’s exact location, helping you easily see where they are.

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Editing a Location

1

Select Suppliers from the main menu and select the supplier that you would like to edit the location for.

2

Go to the Locations tab and select the location you would like to edit.

3

Click on the 3 dots in the top right and select Edit Location from the menu.

The Edit Location form will open.

4

Update any details as needed, following the guidelines outlined above for Adding a Location.

5

Click to update the location details.

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Removing a Location

1

Select Suppliers from the main menu and select the supplier that you would like to remove the location for.

2

Go to the Locations tab and select the contact you would like to remove.

3

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

Standing

Credits

Promotions

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.

Credits

The Credits tab lists any credits this supplier has applied to your account.

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.

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.

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.

Promotions

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.

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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.

The button is only available when no promotions have been sent or created. Once a promotion exists, use Add+ to create additional promotions.

The Add Promotion form will open.

👉 See the Supplier Promotions (Supply'd Lite) doc for full details.

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.

1

Select Suppliers from the main menu and select the supplier that you would like to edit.

2

Click on the 3 dots in the top right and select Edit Supplier from the menu.

The Edit Supplier form will open.

3

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.

4

Click to update the supplier's details.

Removing a Supplier

1

Select Suppliers from the main menu and select the supplier that you would like to remove.

2

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.

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.