Suppliers

A supplier is the person or business that sends you a purchase invoice. Create the supplier before recording their first invoice.

Add a supplier

1. Open Finances > Suppliers.
2. Click the plus button above the table to open the add form.
3. Enter the contact's first and last names, then add the email, telephone and address details you need.
4. Click Add Supplier.

Adding, updating and deleting suppliers use separate permissions. If you can view a record but cannot save changes, ask your administrator to check your access.

Update a supplier

Select the supplier in the table to open Supplier Details. Correct their contact or address details and click Update Supplier. The Invoices tab lists their purchase invoices with dates, due dates, totals and payment dates, so you can review the records already linked to them.

Use the supplier when adding a purchase invoice; the supplier's address is used in the invoice record.

Delete a supplier

Where your permissions allow it, select Delete in the supplier record and submit the form. PlanMan prevents deletion when the supplier already has purchase invoices or other linked records. If the Delete option is disabled and the page explains that the supplier has purchase invoices, keep the record and correct its details as needed.

Removing or changing a supplier record is separate from recording a purchase invoice as paid. Maintain the paid date on the invoice itself.