Planning and review
Suppliers and product sources
Keep contacts, supplier item codes, prices, pack sizes, and lead times together.
On this page
Create supplier records
Open Suppliers and add each supplier’s name, contact information, and ordering notes. Its page brings together the products it supplies and a price list.
Use notes for ordering details that another person would need to prepare the same order, such as a contact or a delivery instruction.
Add the ways you buy a product
A product can have multiple supplier sources. Each source may specify a supplier’s own item code, price, pack size, and lead time. Mark a default source for the normal purchasing choice.
Compare prices using the same stock unit. A lower per-unit price with a larger pack may still require more units and more total spending for this order. Inventory identifies the cheapest source but does not select it automatically.
Review the source on the order
Change the selected source on a reorder line before preparing the sheet. The chosen source affects its order code, pack rounding, price, and lead-time information.
Order sheets include the supplier’s code as well as your SKU. When the delivery arrives, receive against the order so stock is valued using the agreed purchasing details.