Managing Suppliers
How to add and manage your product suppliers and vendors for purchase ordering.
What is a Supplier?
A supplier (also called a vendor) is a company or person you buy products from to stock your stores. Keeping supplier records in Cashvio lets you create purchase orders against them and see the full ordering history per supplier.
Adding a Supplier
- Go to Inventory > Suppliers (a tab in the Inventory section), or use the supplier picker when creating a purchase order.
- Click Add Supplier.
- Fill in the details:
| Field | Description |
|---|---|
| Supplier Name | The supplier's business name (required) |
| Contact email (optional) | |
| Phone | Contact phone (optional) |
| Address | Supplier's address (optional) |
- Click Save.
Viewing Your Suppliers
The Suppliers page shows a list of all suppliers with their name, email, and phone. Search by name, email, or phone to find a supplier.
Supplier Details
Click on a supplier to see:
- Supplier information — name and contact details
- Purchase orders — the full history of purchase orders with this supplier, with the same actions as the main PO list (view, approve, cancel, receive)
- Create Purchase Order — starts a new PO with this supplier pre-selected
Editing a Supplier
- Open the supplier details (or use the row menu on the list).
- Click Edit.
- Update the name or contact information.
- Click Save.
Deleting a Supplier
- Open the supplier details.
- Click Delete.
- Confirm the deletion.
Tip
Set up your suppliers before creating purchase orders, so you can pick them quickly when restocking.