Add and manage suppliers

  • Updated

Add suppliers to Assignar to track the companies that provide your business with goods or services, such as materials (sand, soil) or people (labourers, operators). Once a supplier is set up, you can keep their contact details, documents, and expiry dates in one place, edit them as things change, and archive them when they are no longer active.

Before you start

The Suppliers module must be turned on for your account. If you cannot see Suppliers under Project Data, contact your Assignar rep to enable it.

What you can track for a supplier

  • Contact details, such as ABN, email, office phone, and mobile.
  • Supplier documents, such as Public Liability and Workers Compensation.
  • Document expiry dates.
     

Add a supplier

  1. Under Project Data, click Suppliers.
  2. Click Add New in the top right.
  3. In the panel that opens on the right, enter the Supplier name (required), then add any other details you have: ABN, Email, Office phone, Mobile, External ID, Address, Suburb, State, Post Code, Comments, Tags, and Contacts.
  4. Click Save.

 

Edit a supplier

  1. On the Suppliers page, find the supplier you want to change.
  2. Click  on the row or the (⋮) menu at the end of the supplier's row, then click Edit.
  3. Update the details, then click Save.

 

Archive a supplier

Archiving is how you remove a supplier that is no longer active. The supplier is marked as inactive and hidden from most views, but all of their existing data is kept, and you can restore them at any time.

  1. On the Suppliers page, find the supplier you want to archive.
  2. Click the (⋮) menu at the end of the row, then click Archive.
  3. In the Archive Supplier confirmation, click Archive to confirm.

 

View or restore archived suppliers

  1. On the Suppliers page, click the Active dropdown and select Archived.
  2. Find the archived supplier.
  3. Click the (⋮) menu, then click Unarchive to restore the supplier to your active list.

 

Things to know

  • Archiving is the only way to remove a supplier, and it is reversible: archived suppliers keep all their data and can be unarchived at any time.
  • Archived suppliers are hidden from most views, so they cannot be assigned to new work while they are archived.
  • Only the supplier name is required when you add a supplier. You can fill in the rest of the details later by editing the supplier.
  • If you cannot see the Suppliers page at all, the Suppliers module is probably not enabled for your account. Contact your Assignar rep to turn it on.

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