Add a part supplier and track what you owe them

Available on Basic and above

Part suppliers come with purchases, on the Basic plan and above.

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Use this for the places you buy parts from, for example the wholesaler who sends you screens every week. You save them once, then pick them on each purchase.

Before you start

• You need the supplier’s name and mobile number. Phone, email, tax number and address are optional.
• Don’t see Part suppliers? Ask your shop owner to let you view and add suppliers (View suppliers, Add & edit suppliers).
• All your businesses share one list of suppliers.

Add a supplier

On a computer

1. In the left menu, click Inventory. At the top of the list, click Part suppliers.

2. Click + (Add part supplier).

   The Create part supplier page opens.

3. Type the Part supplier name and Mobile number. Add the Phone number, Email, tax number (Tax / VAT number, or GST number in India) and address if you have them.

   

   Desktop

4. Click Create.

On a phone

1. Tap More. Under Stock & assets, tap Part suppliers.

2. Tap +.

3. Type the Part supplier name and Mobile number, and anything else you have.

4. Tap Create.

Done!

The supplier is saved. Pick them in Part supplier name when you record a purchase.

See what you bought and what you owe

In Part suppliers, click the supplier’s row (on a phone, tap the supplier). The supplier’s page opens. At the top you see Purchases, Total purchase, Amount paid and Outstanding (what you still owe).

The supplier has three tabs:

• Overview: Recent purchases and Supplier details.
• Payments: the money totals and recent purchases.
• Purchases: every purchase from this supplier.

Desktop

On a part, the Suppliers tab shows which suppliers you bought it from, with the purchase number.

Pay a supplier

You pay a supplier against a purchase:

• When you create the purchase, fill in Payment information: the Payment mode and Amount paid.
• Later, open the purchase, click Purchase actions and then Add payment.

To record payments, you need permission to record payments (Payments — Record payments). See Record a purchase.

Good to know

• Each mobile number can belong to one supplier only.
• Suppliers are shared, purchases are not. Every business sees the same suppliers, but each purchase belongs to the business that made it.
• Outsource vendors are different. Shops you send repairs out to are set up under Jobs, not here.