Adding a supplier

Adding a supplier is a two-step flow. You create the record with a name from the list, then open the detail page and fill in the profile (contact, address, payment terms, supplier type, and so on).

Before you start

• You need Suppliers edit permission.
• You're on the Suppliers list.

Step 1: create the record

1. Find the New supplier name input at the top-right of the list.
2. Type the supplier's name.
3. Click Add supplier.

The row appears in the list immediately. Name is the only required field.

Step 2: fill in the profile

Click the new supplier's name to open the detail page. In the Supplier profile section, click Edit. You can now fill in:

• Contact name
• Email and Phone
• Address (line 1, line 2, city, postal code, country)
• Supplier type (Auction house, Exporter, Dealer, Broker or agent, Private seller, Other)
• Website
• Preferred currency (three-letter code, for example JPY)
• Payment terms (free text, for example Net 30)
• Supplier notes (short shared context for your team)

Click Save supplier when you're done. A Supplier details updated entry is added to the activity timeline.

What happens next

The supplier appears in the Suppliers list with status Active, and is available in the supplier picker on the vehicle detail page so your team can link vehicles to them. Linking a vehicle is covered in Vehicles & Pipeline.