Add a supplier
Create a supplier record with contact, banking, and license details.
Open in dashboardSuppliers
Overview
Add a supplier to your organization so you can create purchase requests against them and attach license documents for compliance.
When to use it
- Onboarding a new vendor
- Capturing licensed supplier info for regulated goods
- Recording banking/payment terms for AP workflows
- Uploading license or contract files for audit
How to use it
Video tutorial coming soon
- Go to Suppliers and stay on the Suppliers tab.
- Click Add Supplier in the page header.
- Fill the form:
- Name (required)
- Email, phone, Line ID
- License number, legal name, tax ID
- Full address (address, city, province, postal, country)
- Payment terms
- Banking details (bank name, account number)
- Upload license or contract files as attachments.
- Click Save — the modal closes and the supplier appears in the list.
Tips & gotchas
- Name is the only required field — everything else is optional.
- If you enter email, it must be a valid email format.
- License numbers should be unique within your organization.
- Attachments are useful for tax audits and licensing checks.
- All roles can create suppliers; only OWNER can delete.