Last Updated: December 06 2023
How to Manage Suppliers
Overview
After you have created your suppliers, manage them from the suppliers table. You can use the search feature to find specific suppliers, filter the table according to certain criteria, and edit suppliers to change their details.
Learn more in How to Create Suppliers.
In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:
Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:
To view suppliers, go to People in the main menu, then click Suppliers in the Go To sub-menu.
To quickly locate a supplier, click the starting letter of the supplier name above the search bar or enter the name in the search bar and click Search.
If you have a large supplier database, click Advanced to narrow your supplier search results according to Supplier Status and State. You can then save these filter options as a saved search to access a supplier more quickly.
Alternatively, use the global search bar in the top right under the Utilities menu to quickly locate a supplier from anywhere in your Simpro Premium system. Enter the supplier name, then select from the drop-down search results as applicable.
Access the following options when you right-click or click Options on a supplier in the Suppliers table:
Edit Supplier Details | Access the supplier card file and edit details. You can also access a supplier by clicking it. |
Map Supplier | Map supplier locations. |
Merge Supplier |
Merge a supplier and all of their details, jobs and quotes into another selected supplier. This is recommended if you have duplicated suppliers in your system. Please note that this action is not reversible. |
Archive Supplier | Archive a supplier. You can view archived suppliers by going to People > Suppliers > Advanced > Supplier Status, then selecting Archived or Active & Archived. To make a supplier active in your system again, click Options > Activate Supplier. |
Delete Supplier | Permanently delete a supplier. If a supplier has a history of use in your Simpro Premium system, it is archived, not deleted. |
You can also map, merge, archive and delete multiple suppliers at once by selecting suppliers, then clicking the footer option below the table.
If you record your suppliers' street addresses, you can view their locations on a map.
To map suppliers:
- Go to People > Suppliers.
- Select the check boxes for each suppliers you wish to map.
- Click Map Suppliers. Each supplier is displayed as a pin on the map.
- On the left side of the map, click the name of the supplier to zoom in on them on the map.
If you find duplicate suppliers in your system, reconcile this by merging them. All of a supplier's details and transaction history move to another supplier.
Please take caution when merging suppliers as you cannot split them again.
To merge suppliers:
- Go to People > Suppliers.
- Find the supplier you wish to merge and click Options > Merge Supplier.
- Search for and select the other supplier as the merge destination.
- Click Merge.
The first supplier disappears from the table and their information transfers to the second supplier.
If a supplier is no longer active, you can archive them. This means that purchase orders can't be created for them, but you can still access the supplier's details for reference purposes.
To archive a supplier:
- Go to People > Suppliers.
- Select the check boxes for each supplier you wish to archive.
- Below the table, click Archive > OK.
To view archived suppliers, click Advanced and select Archived from the Supplier Status drop-down list.
Activate an archived supplier
To reactivate an archived supplier:
- Go to People > Suppliers.
- Click Advanced.
- Under Supplier Status, select Archived.
- In the table, select the check boxes for each supplier you wish to activate.
- Click Activate > OK.
The activated suppliers move back to the main table.
When you delete a supplier, they are permanently removed from your system and cannot be restored like archived suppliers can.
To delete a supplier:
- Go to People > Suppliers.
- Select the check boxes for each supplier you wish to archive.
- Below the table, click Delete > OK.