Managing Suppliers

Add and organize suppliers in OmniOrders to streamline purchasing. Track lead times, manage contact details, and build reliable supplier relationships.

---
title: Managing Suppliers
description: Add and organize suppliers in OmniOrders to streamline purchasing. Track lead times, manage contact details, and build reliable supplier relationships.
---

Managing suppliers in OmniOrders helps you keep track of your product sources, lead times, and supplier relationships. Whether you work with a few suppliers or hundreds, OmniOrders provides tools to organize supplier information, contacts, and purchasing details in one place.

<SupademoEmbed demoId="cmkh7snft1afr1363cdfnuyp0" />

:::tip[Quick Start]
Start by adding your main suppliers with basic information, then add detailed contact and address information as needed.
:::

## Why Manage Suppliers in OmniOrders?

**Supplier Management keeps all your vendor records in one place — contact details, addresses, lead times, and linked products. Organized supplier data speeds up purchase order creation, helps you plan restock timelines using lead times, and gives your team a single source of truth for every vendor relationship.**

<CardGrid>
  <IconCard title="Centralized Supplier Info" icon="users">
    Store all supplier details, contacts, and addresses in one organized location.
  </IconCard>

  <IconCard title="Lead Time Tracking" icon="clock">
    Track processing time and stock time to plan inventory replenishment effectively.
  </IconCard>

  <IconCard title="Organized Groups" icon="folder">
    Group suppliers by category, region, or type for better organization and reporting.
  </IconCard>

  <IconCard title="Streamlined Purchasing" icon="shopping-cart">
    Create purchase orders directly from supplier profiles with pre-filled information.
  </IconCard>
</CardGrid>

## Adding a New Supplier

Creating a supplier involves three steps: basic supplier information, address details, and contact information.

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<Steps>

1. **Navigate to Suppliers**
   
   Click **Suppliers** in the left sidebar under the Communication section.

2. **Click New Supplier**
   
   In the top-right corner, click the **New Supplier** button. A dialog opens for supplier creation.

3. **Enter Supplier Information**
   
   Fill in the basic details:
   - **Name**: Supplier company name (required)
   - **Code**: Optional supplier code for internal reference
   - **Description**: Brief description of what the supplier provides (required)
   - **Processing Time**: Number of days/hours the supplier needs to process orders (required)
   - **Stock Time**: Number of days/hours to receive stock after processing (required)
   - **Period**: Choose Hours, Days, or Weeks for time calculations

4. **Add Address Details**
   
   After creating the supplier, add their warehouse or business address:
   - Complete address fields (Address 1, City, State, Country, Postal Code)
   - Set as main address if this is the primary location

5. **Add Contact Information**
   
   Complete the supplier setup by adding a primary contact:
   - Contact name, email, and phone number
   - Optional: Gender, company role, birthday, fax, and notes
   - Link the contact to the supplier's address

6. **Save Supplier**
   
   Click **Create** to save the supplier. The supplier now appears in your suppliers list.

</Steps>

After creating the supplier, you can add contacts and addresses, all associated with that supplier. Navigate to the supplier's detail page to add multiple contacts and addresses as needed.


## Viewing and Editing Suppliers

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<Steps>

1. **Open Supplier Details**
   
   From the Suppliers list, click on any supplier row to view full details.

2. **Review General Information**
   
   View the supplier's name, code, description, processing time, stock time, and period.

3. **Edit Supplier Details**
   
   Click the **Actions** menu button (three bars) and select **Edit** to update supplier information.

4. **Manage Addresses**
   
   Switch to the **Addresses** tab to:
   - View all supplier addresses
   - Add new addresses with the **New Address** button
   - Edit or delete existing addresses using the actions menu
   - Customize visible columns with **Change Columns**

5. **Manage Contacts**
   
   Switch to the **Contacts** tab to:
   - View all supplier contacts
   - Add new contacts with the **New Contact** button
   - Edit or delete existing contacts using the actions menu
   - Customize visible columns with **Change Columns**

6. **Manage Groups**
   
   Switch to the **Groups** tab to:
   - View which groups the supplier belongs to
   - Add the supplier to groups using the dropdown and **Add to Group** button
   - Remove from groups by clicking the X button on group cards

</Steps>

## Managing Supplier Groups

Organize suppliers into groups for better management and reporting.

<SupademoEmbed demoId="cmkkc4lnk2h4i1363vowp3hjj" />

<Steps>

1. **Open Supplier Groups**
   
   From the Suppliers page, click the **Groups** button in the top-right corner.

2. **Create New Group**
   
   Click **New Group** and enter:
   - Group name
   - Description (optional)

3. **Assign Suppliers to Groups**
   
   Go back to individual supplier pages and use the Groups tab to add suppliers to your created groups.

</Steps>

## Supplier Table Features

The main suppliers table includes several helpful features:

### Table Columns

- **Name**: Supplier company name
- **Code**: Internal supplier code (if set)
- **Description**: What the supplier provides
- **Processing Time**: Order processing duration
- **Stock Time**: Time to receive inventory
- **Period**: Time unit (Hours/Days/Weeks)

### Table Actions

- **Sorting**: Click column headers to sort suppliers
- **Pagination**: Use bottom controls to navigate through pages
- **Refresh**: Click **Refresh** button to reload the latest data
- **Row Click**: Click any row to open detailed supplier view

## Best Practices

<CardGrid>
  <IconCard title="Complete Contact Info" icon="user-check">
    Always add at least one contact person and email for each supplier to streamline communication.
  </IconCard>

  <IconCard title="Accurate Lead Times" icon="calendar">
    Keep processing and stock times up to date to ensure accurate inventory planning and reorder alerts.
  </IconCard>

  <IconCard title="Use Supplier Codes" icon="hash">
    Assign unique codes to suppliers for easy reference in reports and purchase orders.
  </IconCard>

  <IconCard title="Organize with Groups" icon="folder-tree">
    Group suppliers by product category, region, or quality tier for faster filtering and analysis.
  </IconCard>

  <IconCard title="Multiple Addresses" icon="map-pin">
    Add all supplier warehouse locations to select the closest one when creating purchase orders.
  </IconCard>

  <IconCard title="Detailed Descriptions" icon="file-text">
    Write clear descriptions of what each supplier provides to help team members quickly find the right source.
  </IconCard>
</CardGrid>

## Common Workflows

### Updating Supplier Lead Times

1. Open the supplier from the Suppliers list
2. Click **Actions** → **Edit**
3. Update **Processing Time** and **Stock Time** fields
4. Click **Update** to save changes

### Adding Multiple Contacts

1. Open the supplier details page
2. Switch to the **Contacts** tab
3. Click **New Contact** for each person (sales rep, account manager, support, etc.)
4. Link contacts to specific addresses for location-based communication

### Creating Purchase Orders

1. Open the supplier from the Suppliers list
2. Click **Actions** → **Create Purchase Order**
3. The purchase order form opens with supplier pre-selected
4. Add products and complete the purchase order

## Troubleshooting

<CardGrid>
  <IconCard title="Can't Find a Supplier" icon="search">
    **Solution**: Use the table sorting or check if the supplier is on a different page. Click column headers to sort alphabetically.
  </IconCard>

  <IconCard title="Missing Contact Information" icon="alert-triangle">
    **Problem**: Supplier shows a warning about missing contacts.
    
    **Solution**: Open the supplier, go to the Contacts tab, and add at least one contact with an email address.
  </IconCard>

  <IconCard title="Lead Times Not Calculating" icon="calculator">
    **Problem**: Inventory planning doesn't account for supplier lead time.
    
    **Solution**: Ensure both Processing Time and Stock Time are filled in, and Period is set correctly (Hours/Days/Weeks).
  </IconCard>

  <IconCard title="Can't Delete Supplier" icon="x-circle">
    **Problem**: Delete option is grayed out or fails.
    
    **Solution**: Check if the supplier is linked to active products or purchase orders. Unlink products first, then try deleting.
  </IconCard>
</CardGrid>

## Field Reference

### Required Fields

- **Name**: Supplier company name
- **Description**: What the supplier provides
- **Processing Time**: Order processing duration (number)
- **Stock Time**: Inventory receipt duration (number)

### Optional Fields

- **Code**: Internal reference code
- **Period**: Time unit (Hours, Days, or Weeks) - defaults to Hours

### Address Fields

- **Address 1**: Street address (required)
- **City**: City or town (required)
- **State**: State or region (required)
- **Country**: Country (required)
- **Postal Code**: ZIP or postal code (required)
- **Address 2, Address 3**: Additional address lines (optional)
- **Main**: Mark as primary address (checkbox)

### Contact Fields

- **First Name**: Contact's first name (required)
- **Last Name**: Contact's last name (required)
- **Email**: Contact email address (required)
- **Phone Number**: Contact phone number (recommended)
- **Company**: Contact's company or division
- **Gender, Birthday, Fax, Notes**: Optional contact details

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**Related Topics:**
- [Creating Purchase Orders](/purchase-orders/creating/) - Create purchase orders from supplier profiles
- [Managing Products](/products/managing/) - Link products to suppliers
- [Managing Customers](/customers/managing/) - Manage customer information similar to suppliers
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