Supplier Information
Supplier Information is where you keep the vendors you buy from — their company details, the people you deal with there, the invoices you’ve received, and any ongoing contracts. It’s the supplier-side counterpart of the Clients list.
Key fields
Section titled “Key fields”| Field | Purpose |
|---|---|
| Name | Supplier company name as it appears on purchase orders and supplier invoices. |
| Email, Phone, Website | Primary contact channels. |
| Address | Used for reference and for formal purchase orders. |
| Source | How you found the supplier — reference only. |
| Social profiles | LinkedIn, Facebook, Instagram, X, YouTube, TikTok, Pinterest. |
| Notes | Freeform internal notes, e.g. “net 30 terms”, “delivers Tuesdays only”. |
What the Supplier drawer shows
Section titled “What the Supplier drawer shows”Opening a supplier gives you three tabs:
- Contacts — the people you deal with at that supplier (see Supplier Contacts).
- Invoices — every supplier invoice from this vendor, with status, amount, due date, and what’s still outstanding.
- Contracts — ongoing agreements with this supplier, including effective dates, expiry, value, and status.
This gives you a single place to check “how much do we owe them?” or “when does our contract renew?” without flipping between sections.
Typical things you’ll do
Section titled “Typical things you’ll do”- Add or update a supplier — fill in the details in the drawer and save.
- Add supplier contacts — record the people you deal with at that supplier.
- Review outstanding invoices — see what’s unpaid and due soon from the Invoices tab.
- Track a contract — record the terms, effective and expiry dates, and value of an agreement.
- Archive a supplier — hide suppliers you no longer use while keeping the history.