3 min readUpdated July 2026

Manage suppliers

Maintain one reliable supplier record for purchasing history.

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. Add the legal or trading name and primary contact.
  3. Confirm email, phone, ABN and address details.
  4. Use the supplier record when raising purchase orders.
  5. Update the existing record when details change.

Good practice

Duplicate suppliers split purchasing history and make spend review unreliable.

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.