Supplier Overview
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The Suppliers tab shows a searchable and filterable list of all your suppliers.
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Each entry includes:
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Company Name
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Contact Name
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Phone
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Email
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Website
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Company Address
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You can quickly add a new supplier with the “+ New Supplier” button or download/print the Supplier Form for manual entry.
New Supplier Template
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This is the digital form in your app to input supplier data.
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Sections include:
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Supplier Details – company name, phone, email, website
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Supplier Address – full business address
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Contact Details – add/remove multiple points of contact
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Billing Details – business ID, SSN, payment tracking, and bank information (transit/branch, account number, etc.)
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Documents – upload supporting files such as contracts, tax forms, or certifications
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Once complete, click Save Supplier to add them to your database.
Supplier Intake Form
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This is where you gather supplier details before adding them into the system.
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Information captured includes:
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Supplier Details (Company name, phone, email, website)
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Contact Details (multiple contacts allowed, each with name, phone, and email)
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Supplier Address (Street, Apt, City, State, Zip, Country)
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