3 min guideUpdated August 2026App review required

Manage suppliers

Create one reliable supplier record for sign materials, purchase orders and consolidated purchasing history.

Best forOwner / Admin · Accounts
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Suppliers and search before creating a new record.
  2. Select Add Supplier and enter Supplier Name and Contact.
  3. Add the available Email, Phone, Mobile, ABN, Website and address fields, then select Create Supplier.
  4. Use the saved supplier record when raising purchase orders.
  5. Open the supplier to review its Overview, Contacts and Purchase Orders history.

Good practice

Duplicate suppliers split purchasing history. This release does not expose supplier-record editing, so use the authorised data-maintenance process when saved details need to change. Project Management / Production users require Purchase Orders write permission to create suppliers.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.