Accoraze
Customers & Suppliers

Supplier Management

Add, edit, view, and manage your supplier contacts.

Overview

Supplier Management lets you keep records of the businesses and individuals you purchase inventory from. Maintaining supplier records helps you track purchase history, contact vendors for restocking, and manage payment information.

Accessing Supplier Management

Go to Suppliers in the sidebar. You will see the full supplier list with basic information for each contact.

What Each Supplier Record Contains

FieldDescription
NameSupplier's business name or contact name
EmailContact email address
PhoneContact phone number
AddressBusiness or warehouse address
NotesInternal notes about the supplier
Products SuppliedNumber of products you source from them
Total PurchasesTotal amount spent with this supplier

Adding a Supplier

  1. Go to Suppliers
  2. Click Add Supplier or New Supplier
  3. Fill in the supplier details
  4. Save the record

Minimum Information Required

  • Name — Required. The supplier's business or contact name.
  • Phone — Recommended. Needed to contact them for orders and deliveries.

Useful Additional Information

  • Email — For sending purchase orders or inquiries
  • Address — For tracking deliveries and warehouse locations
  • Payment Terms — Notes about how you pay them (e.g., NET 30, cash on delivery)
  • Notes — Internal notes about the supplier, such as preferred contact times or key account managers

Supplier Payment Details

Accoraze stores supplier contact details. For payment-related fields (bank account, payment terms), add this information in the Notes field or in your own accounting system. Accoraze V1 focuses on the customer side of sales — purchase orders and supplier payment tracking may be expanded in future versions.

Searching and Filtering

Use the search bar to find suppliers by name or contact details. Filter options may allow you to view suppliers by:

  • Recent activity
  • Number of products supplied
  • Total purchases

Editing a Supplier

  1. Find the supplier in the list
  2. Click the edit icon or supplier name
  3. Update the details
  4. Save the changes

Deleting a Supplier

  1. Find the supplier in the list
  2. Click the menu icon (three dots)
  3. Select Delete

Deleting a supplier removes their record from Accoraze. Existing purchase records are not affected.

Importing Suppliers

If you have supplier data in a spreadsheet, you can import it in bulk. See Customers & Suppliers Import & Export for instructions.

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