Suppliers

Access

• Route: /suppliers
• Permission: supplier.view (create/edit routes need create/update)
• Module: Purchasing — missing module shows plan upsell (PlanRestricted)
• Offline: not available
• Phone: create/edit redirect back to the list (ReadOnly)

You can

• List, search, and filter suppliers
• View /suppliers/view/...
• Create and Import with supplier.create
• Edit with supplier.update
• Switch visibility (soft deactivate, not hard delete) with supplier.delete

You cannot

• Open the area without Purchasing or supplier.view
• Create/edit/import/delete without matching permissions
• Create or edit on phone
• Use Suppliers offline
• Hard-delete suppliers from this UI (visibility toggle only)

How to

Find a supplier

1. Open Suppliers in the sidebar.
2. Use the search box, or open filters (schema from the server) to narrow the list.
3. Click a row (or row menu → View) to open the supplier.

Create a supplier

1. Click Create supplier.
2. Fill company details: Company name, Website, ABN, ACN, Account number, Email, Phone, Address.
3. Optionally click Create contact and add Name, Surname, Email, Phone, and Role.
4. Add Notes if needed.
5. Click Create. You return to the list. If matching companies are suggested, choose Link or Skip.

Edit a supplier

1. Open the supplier, then click Edit (or row menu → Edit).
2. Change fields and click Update. Linked suppliers may lock ABN after a partnership is accepted.

Import suppliers

1. On the list, open the tab options and choose Import (needs create permission).
2. Complete the bulk import flow, then return to the list.

Switch visibility (activate / deactivate)

1. On the list: select one or more rows, then click Switch visibility — or use the row menu.
2. On the supplier view: use Deactivate / Activate in the actions menu.
3. This hides or restores the supplier; it does not permanently delete them.

Create a purchase from a supplier

1. Open the supplier view.
2. Click Create order (needs purchase create).
3. The purchase form opens with that supplier pre-selected.

Request or manage a partnership link

1. On the supplier view, if available, click Request connection.
2. When the link is accepted: use Sync products (needs product update) or Disconnect (confirm) as needed.

Supplier settings shortcut

1. From the list secondary action, open supplier-related settings under your profile settings when available.