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Add a supplier

Start a new supplier

From Stock & buying → Suppliers, tap New supplier.

The empty new-supplier form
The empty new-supplier form

Fill in the details

  • Name (required) - the trading or store name (e.g. Reece Plumbing).
  • Branch - which store or counter, if it matters.
  • Category (required) - Plumbing, Electrical, Gas or Multi-trade.
  • Phone and trading hours - so you can reach them and know when they're open.
  • Location - type the address in Look up and pick it (or Pick on map) to drop the pin. This puts the trade counter on your operations map so you can see what's near a job.
The supplier form filled in with name, category and trade-counter details
The supplier form filled in with name, category and trade-counter details

Tap Add supplier to save it.

Ready to buy from

The supplier is saved, ready to raise a purchase order against and to receive stock from.

An example supplier detail page with address, phone and trading hours
An example supplier detail page with address, phone and trading hours

Check what you saved

After Add supplier, check the saved name, branch, address and phone against the trade counter you use. The screenshot is a separate example supplier. If the form stays open, read the error, fix the highlighted field and try again.

Screenshots use sample data from an Australian business. Labels and available actions can vary by country and role.

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