Suppliers

Manage your supplier list: add new suppliers, update details, set primary category/country, and quickly find what you need.

What you can do

• Add a supplier with required basics (name, primary category, primary country).
• Edit details (codes, contacts, notes).
• Link additional categories or countries and choose one primary of each.
• Deactivate/reactivate a supplier.
• Search and filter the list.

Who can do this?

• Viewer: read-only
• Writer/Admin: create, edit, delete

Add a new supplier (step-by-step)

1. Go to Suppliers: /o/:organizationId/suppliers
2. Click “New supplier”
3. Fill in:
   • Name: the display name used across the app
   • Supplier code: your internal ID (used for lookup and deduplication)
   • Contacts: email/phone if available
   • Primary category: pick from the list
   • Primary country: pick from the list
4. Save

Result: the supplier appears in the list with a risk badge (from its category/country context).

Tip: Keep codes unique and stable to avoid duplicates.

Edit a supplier

1. From the Suppliers list, click a row to open details
2. Update fields as needed
3. Save

To deactivate/reactivate: toggle the Status field on the supplier page. Inactive suppliers are hidden by default from lists.

Link categories and countries

• Categories: you can add multiple categories and select one as Primary. This primary sets the baseline risk.
• Countries: you can add multiple countries and select one as Primary. This primary country is used for default context and may trigger country-specific rules.

How to:

1. Open the supplier detail
2. Use the “Add category/country” controls to link more
3. Mark the desired one as Primary
4. Save

Search and filter the list

• Global search: type at least 2 characters in the dashboard search to find suppliers quickly.
• In the Suppliers page:
  • Use the search box to filter by name or code
  • Filter by Status (Active/Inactive)
  • Filter by Category
  • Sort columns as needed

Tip: Debounced search avoids unnecessary reloads; give it a moment after typing.

Understand the risk badge

• The badge reflects the effective risk based on the supplier’s primary category and any applicable country-specific rules.
• Use it to focus on higher-risk suppliers first.

Troubleshooting

• I can’t save: check your role (Writer/Admin required) or missing required fields.
• “Duplicate” error: the supplier code likely exists already—search before creating.
• I can’t see my supplier: it may be Inactive; use the Status filter.