Suppliers

Suppliers live in the Vault under the Suppliers tab. They link priced items and price sources.

What to watch for

• Creating, merging, and deleting suppliers need the Site Admin or Org Admin role.
• Merge supplier is one-way — pick the survivor carefully.

1. Open Suppliers

1. Left rail Vault.
2. Select Suppliers.

2. Add a supplier

1. Select Add supplier.
2. Complete the identity fields and save.

Success: the supplier appears in the sorted list (Sort · Name (A–Z) / Name (Z–A)).

3. Edit settings

1. Open a supplier.
2. Use tabs Items, Sources, and Settings.
3. On Settings, edit Identity (Name, Website) with Edit details.

4. Merge suppliers

1. On Settings, select Merge supplier / Merge into another supplier.
2. In Merge supplier, choose Merge into.
3. Select Merge (Merging… while it runs).

Success: items and sources consolidate onto the target supplier; the source supplier is removed.

5. Delete

Use Delete supplier only when the supplier should leave the organisation entirely. Prefer merge when you are cleaning duplicates.

What’s next

• Managing the pricebook
• Importing a price list