Suppliers overview
Manage supplier records and track incoming stock via purchase requests.
Open in dashboardSuppliers
Overview
Suppliers is a two-tab section for managing supplier master data and the purchase request (PR) lifecycle that brings new stock into your branches.
When to use it
- Onboarding a new vendor and recording their contact, banking, and license details
- Creating and tracking purchase orders from DRAFT through RECEIVED
- Approving PRs before committing to supplier spend
- Receiving goods into specific rooms with auto-restock
- Cancelling a PR before or after approval
How to use it
Video tutorial coming soon
- Open Suppliers.
- Suppliers tab โ search, sort, and CRUD supplier records.
- Purchase Requests tab โ create, approve, receive, and cancel PRs.
- Use the branch filter to narrow PRs to a specific location.
Tips & gotchas
- Only OWNER can delete suppliers.
- Only OWNER can approve purchase requests.
- PR lifecycle: DRAFT โ APPROVED โ RECEIVED (or CANCELLED).