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Where to find Suppliers: Go to Inventory in the left sidebar, then click the Suppliers tab.
The Suppliers tab is your directory of vendors you order from. Each supplier record stores contact information, address, expected shipping time, and default notes that get added to purchase orders automatically.
Add your suppliers before creating stock items. When you add stock later, you can link it to a supplier right away, and when you create purchase orders, the system uses these links to show the right stock items for each supplier.

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The Suppliers Table

Each row shows one supplier with these columns:
ColumnWhat It Shows
SupplierName, ID, and website link
ContactEmail, phone number, and preferred contact method
AddressStreet address, city, state, and ZIP code
Shipment TimeExpected delivery time from this supplier
Use the filter bar to search by Name or City.

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Adding a Supplier

1

Open the Supplier Form

Click Add Supplier on the Suppliers page.
2

Enter Supplier Details

Fill in the fields:
  • Supplier Name (required) — The vendor’s name as you want it to appear on purchase orders.
  • Description — A note about what this supplier provides (e.g., “Main injectable supplier” or “Office supplies and disposables”).
  • Website and Email Address — So your team can quickly reach the supplier or place orders online.
  • Phone Number — For calling in orders or checking on deliveries.
  • Preferred Contact Method — Choose Email, Phone, Website, or In Person. This shows as a badge on the suppliers table so your team knows the best way to reach out.
  • Address — The supplier’s physical address.
  • Shipment Time — How long deliveries typically take from this supplier. This appears on purchase orders as the lead time.
  • Default PO Notes — Notes that are automatically added to every new purchase order for this supplier. Useful for recurring instructions like “Requires signature on delivery” or “Ship to back entrance.”
3

Save

Click Add Supplier to save.
Add default PO notes for special delivery instructions. If a supplier always needs to ship to a specific entrance or requires a PO number format, put it in the default notes so it’s included on every order automatically.

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Editing a Supplier

Click the gear icon on a supplier row and select Edit. The supplier form opens with the current details pre-filled. Make your changes and click Update Supplier.
Keep contact info current so the team can reach suppliers quickly. If a supplier changes their email or phone number, update it here so everyone on your staff has the right information.

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Archiving a Supplier

If you no longer order from a supplier, you can archive them:
  1. Click the gear icon on the supplier row and select Archive.
  2. Confirm when prompted.
Archiving removes the supplier from active lists but preserves their data and order history. Archived suppliers no longer appear when creating new purchase orders.

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Linking Suppliers to Stock Items

When a supplier is linked to a stock item, that stock item appears as an option when you create a purchase order for that supplier. You can link suppliers to stock from several places:
  • Stockroom table — Click the gear icon on a stock row and select Link Supplier.
  • Stock editor — When creating or editing a stock item, use the Suppliers section to add links.
  • Stock detail panel — Open the Suppliers tab to view and manage links.
For each supplier-stock link, you can set supplier-specific pricing and units of measure. This is useful when a supplier sells in different packaging than how you track internally (e.g., they sell boxes of 10 but you track individual vials).