How do I add a supplier?

Yes. You create a profile for each supplier from the Vendors section in Finance. A vendor name is all it takes to get started, and from there you can add:

• Contact information
• Payment terms

Once the vendor is created, their profile also gets its own Documents section, where you can:

• Upload a new document
• View any document already on file
• Update a document's details
• Remove one you no longer need

That's where contracts, certificates, and anything else you need on file for that supplier live, attached directly to their record.

Every vendor also has its own ledger, so what you owe them and what you've ordered from them live on the same record — for what's tracked there and how to read your outstanding balance, see Vendor management.

Nassima can also answer quick questions about a vendor's balance if you ask directly, though that's not available in every setup yet.

One profile per supplier, with the paperwork attached to it instead of scattered across email and a filing cabinet.