At the heart of Supply'd is a powerful, yet easy ordering system that lets you order from all of your suppliers quickly and easily. To order from suppliers who are not yet on Supply'd you can quickly and easily add a custom supplier and their products and order from them at the same time as ordering from other suppliers. 


In this article you will learn:

  1. How to Add a Custom Supplier.
  2. How to Edit a Custom Supplier.
  3. How to Remove a Custom Supplier.

 

How to Add a Custom Supplier

Adding a custom supplier is very easy and takes less than a minute. The below instructions will show you how to manually add a supplier. If you have a large number of suppliers to add you can also import suppliers from a CSV file. You can find the instructions on how to do this in the article How To Import Custom Suppliers.

To get started, select "Suppliers", then click "Add +" in the top right. 


An form will appear where you can enter the suppliers details. 


In the info box at the top you will see how many custom suppliers you have used based on the current plan. You can change your plan anytime in the Billing Settings. 

  • Company Name* [Required] - The company name of the supplier you are adding. 

  • Company Logo - Upload the logo for the supplier. This is optional.

  • Contact Name - The name of your contact at the supplier. This is used for your reference only.

  • Order Method* [Required] - The order method you would like to use to order from the supplier. Select the method from the drop-down, eg. email. Some options may not be available for your selected plan. If you would like to access other methods you can upgrade your plan anytime in the Billing Settings.

  • Email* [Required For Email Order Method] - The email address you would like to have orders sent to. If you decide to use another order method you can optionally enter an email address for your records. 

  • Email CC - This field will only show for the email order method. You can add additional email address to CC orders to with multiple email addresses separated by a comma ",". For example,  "aa@aa.com, bb@aa.com".  
  • Mobile [Required For SMS Order Method] - The mobile number you would like to have orders sent to. If you decide to use another order method you can optionally enter a mobile number for your records. 

  • Order Minimums - Often suppliers have minimum spend requirements. By choosing an option to enforce a minimum order spend Supply'd will not allow orders to be sent without meeting the criteria set here. You can set a minimum by spend or carton quantity. 

  • Minimum Spend (Optional) - This field will only show when minimum spend is chosen for order minimums. Enter the dollar amount to enforce as the minimum. Minimum spend is enforced based on the amount excluding tax. 

  • Minimum Qty (Optional) - This field will only show when minimum carton qty is chosen for order minimums. Enter the number of cartons that need to be ordered. 

 

Click "SAVE" and your supplier will be added. 

After adding your custom supplier you may want to add or import their products using the instructions on the articles below:


Products can also be added from the "Suppliers" page. Simply select the supplier, click on the "Products" tab, then select either "Import Products" or "Add Product" and follow the instructions in the articles listed above.

 

How to Edit a Custom Supplier

If you would like to edit a custom supplier go to the "Suppliers" screen and click on the supplier you wish to edit.


Note: You can only edit custom suppliers. Custom suppliers are indicated with the grey "CUSTOM" status on the right hand side (as above).


The suppliers profile will open and you can edit a supplier by clicking on the 3 dots in the top right-hand corner then select "Edit Supplier".


An form will appear to edit the suppliers details. You can follow the details in the above How to Add a Custom Supplier section of this article to understand what each field means. 

Click "SAVE" to save your changes.

You can access all the suppliers details including some stats about a supplier on the "About" tab of the supplier profile. 


The "Products"  tab shows all the suppliers products.

The "Orders" tab will show any orders you have from that supplier.

 

How to Remove a Custom Supplier

If you would like to remove a custom supplier go to the "Suppliers" screen and click on the supplier you wish to remove.


The suppliers profile will open and you can remove a supplier by clicking on the in the top right-hand corner then select "Remove Supplier".


You will be asked to confirm that you would like to remove the supplier. Please ensure that you really do want to remove the supplier as the supplier will be removed along with all of their products. 


Click "Remove" to confirm and the supplier will be removed.