Inventory Suppliers

Suppliers store vendor details used by inventory orders. A supplier can include contact information, address details, and order history insights.

Open Inventory → Suppliers.

Create Supplier

1. Open Inventory → Suppliers.
2. Click Create Supplier.
3. Enter the Supplier Name.
4. Select the supplier Country.
5. Add phone and email in Contacts.
6. Add street, city, state/province, and postal code in Address.
7. Click Create Supplier.

Only the supplier name is required to save, but complete contact and address details make ordering easier for the purchasing team.

Supplier list

The Suppliers list shows supplier name, address, ordered value, last order, phone, and email. Use search or filters to find suppliers by order activity or contact details.

Supplier quick filters can help sort by Last Order or Highest Total.

Supplier insights

Open a supplier to review the insight panel. It can show ordered value, average order value, total orders, open orders, last order date, and linked sales totals.

Use these insights to understand whether a supplier is active, how much is currently open, and when the supplier was last used.

Update Supplier

1. Open Inventory → Suppliers.
2. Click a supplier row, or use the row action menu and choose Edit.
3. Update name, country, phone, email, or address.
4. Click Save Changes.

Updating supplier details affects future ordering. It does not rewrite the content of already printed or exported order documents.

Delete Supplier

1. Open the row action menu or open the supplier details.
2. Choose Delete or Delete Supplier.
3. Confirm the deletion.

Delete a supplier only when it was created by mistake or is no longer needed and clinic policy allows removal. If the supplier has order history, consider whether keeping it improves reporting clarity.