Uploading supplier documents

Supplier documents are files you want to keep alongside the supplier record itself: invoices, contracts, price sheets, scans, anything that applies to the supplier as a whole rather than to one specific vehicle.

Before you start

• You need Suppliers edit permission to upload.
• You're on the supplier's detail page, in the Documents section.

Uploading

1. Click Choose file and pick the file from your computer.
2. Optionally add a short Notes line so your team knows what it is.
3. Click Upload document.

The file appears in the list below, and a Document uploaded entry is added to the activity timeline.

What the list shows

Each row has:

• The file name you uploaded.
• Your notes (or a dash if you left them blank).
• The timestamp it was uploaded.
• An Open link that opens the file in a new tab.

What belongs here and what doesn't

• Belongs here: documents that describe the supplier relationship as a whole. A yearly contract. A supplier statement. A standing price sheet.
• Doesn't belong here: documents tied to one specific vehicle, for example an auction sheet, a bill of sale, or a purchase invoice for a single car. Attach those to the vehicle itself. See the Documents section of a vehicle, covered in Vehicles & Pipeline.

Good to know

• File types aren't restricted in the upload form. Use whatever format your team uses.
• Files are served through short-lived links that refresh each time you load the page.
• There's no delete control in the current UI. If you've uploaded something in error, contact support.