This article discusses what can be done manually with your Suppliers' information. Naturally, only users with Suppliers management roles will be able to perform the actions described herein.


How to add Supplier

How to add payment details and terms to the Supplier


How to create your own terms of payment

Option 1. You can set the Legal Address of the Supplier by adding appropriate data to each field of the Address block:

By entering data this way, the Supplier's address will be displayed on the printed documents and document pages in standard order line by line:

Option 2. If you want the address to be displayed in another order, please, write it down in the required format in the "Legal Address" field and leave other fields (City, State/Province, Postal Code, Country) empty. For instance,

Thus, it will be displayed the same way on the printed documents and document pages:

How to deactivate/activate the Supplier

How to add contacts to the Supplier

How to attach files to the Supplier's card

Please note: you can add attachments once the new supplier is created. The "Add attachments" button is not available in the supplier creation stage. 

In case the supplier has access to the Suppliers Portal: 

  • the business user will be able to see all of the attached files including those added by the Supplier, but the user will not be able to delete the Supplier's attachments.  
  • the Supplier will be able to see and delete only the attachments they added. The Supplier will not be able to see/ delete attachments added by the business user

Here is a comparison of one supplier's card from the view of two accounts types: