Suppliers

For purchasing and admin staff · ~2 min read

Suppliers no longer have a separate screen — they live in the one Accounts list alongside your customers. Suppliers set up here are what you choose when raising a purchase order.

Find your suppliers

In Accounts, select the Suppliers segment at the top of the list. The list narrows to the companies you buy from, and the count on the segment tells you how many there are. Search and the group chips work the same as for customers, and each supplier row carries a blue Supplier pill.

Selecting a supplier opens its Account 360 — same screen as a customer, with the supplier’s balance, contacts, files and activity feed.

Add a supplier

1. In Accounts, switch the list to Suppliers.
2. Select New contact — with the Suppliers filter active, the new account defaults to a supplier.
3. Enter the code and name — these identify the supplier on purchase orders and everywhere else in BUZ.
4. Set the supplier group and contact details, then Save.

Codes are worth thinking about

The supplier code appears on purchase orders and in exports, and changing it later is disruptive. Agree a convention before you add many.

Money needs the Suppliers permission

Supplier balances — in the list and on the supplier’s 360 — need the Suppliers permission. Without it the figures show as —; ask your administrator if you need access.

Import and export

The Export and Import buttons on the Accounts list cover suppliers too. Filter to Suppliers first and Export respects it — see Export and Import on the Accounts list.

See also

• Accounts list
• Account 360
• Purchase orders
• Supplier groups