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Create a supplier

Add a supplier with contact details, payment terms, and finance accounts.

A supplier record holds everything you need to order from and pay a company you buy from.

Add a new supplier

  1. Go to Addresses → Suppliers.
  2. Click Create new.
  3. Enter the main details: name, company, department, street, PO box, ZIP code, location, and country.
  4. Add contact details: phone, fax, email, and website.
  5. Optionally set a supplier level and discount, and add notes.
  6. Click Save.
The new-supplier form with the main address fields and the contact fields beside them.
The new-supplier form with the main address fields and the contact fields beside them.

Settings

In the Settings section, set how you deal with this supplier financially:

  • Terms of payment and currency
  • Language used on documents
  • Income and expense finance accounts
  • Tax applied to their invoices

After saving

Once the supplier is saved, you can add contacts and store their bank accounts — see Add bank accounts to a supplier. To load many suppliers at once, see Import and export suppliers.

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