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Supplier directory

Keep the people you buy stock from, and the products they sell you, in one place. This is where you add a supplier and build the catalog you'll order from later.

Where to find it: open Suppliers → Directory, or go to /suppliers.

Plan

This is a paid feature. Check that your current plan includes it before you rely on it. Open Plans and subscription to compare plans and upgrade.

Before you start​

  • Add the products you buy to your store first. When you build a supplier's catalog, you pick from your existing store products. See Build your menu.
  • Have the supplier's basics handy: name, email, and a phone number. Category and payment terms are optional.

Add a supplier​

  1. Open Suppliers → Directory. Tap Add supplier in the top right.
  2. Fill in First name and Last name.
  3. Enter the supplier's Email.
  4. Choose the phone Code and type the Phone number.
  5. Optionally add a Category (for example "Fresh produce"), Payment terms (for example "Net 14"), and a Business address.
  6. Tap Add supplier. The new supplier appears in the list.

Supplier directory Supplier directory

Find a supplier​

  • Type in the Search by name or email… box to filter the list.
  • If you've given suppliers categories, tap a chip along the top to show just that group. All clears the filter.
  • Each supplier card shows their name, category, total spend (once you've ordered), phone, email, and payment terms. When there are many suppliers, use the Page controls at the bottom.

Build a supplier's catalog​

The catalog is the list of products you can order from that supplier, each with the price you pay.

  1. Tap a supplier card to open their Catalog.
  2. Tap Add products in the top right.
  3. In the popup, search your store products in the Search store products… box.
  4. Tap the check button next to each product you want to add.
  5. For each product you pick, set its Unit cost (what this supplier charges you).
  6. Tap Add products to save them to the catalog.

Tips​

  • The catalog drives purchase orders. You can only order products that are in a supplier's catalog, so add them here before you try to create a purchase order.
  • Unit cost is per supplier. The same product can have a different unit cost with each supplier. Set it on the one who's selling it to you.
  • Total spend fills in over time. It's blank until you've placed and recorded orders with that supplier.
  • Only a name, email, and phone are required. Category, terms, and address are optional and you can leave them for later.