Financials

Suppliers

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Finance feature is in Development and subject to change.

The Suppliers section provides a catalogue of third-party service providers — hauliers, customs brokers, warehouses, and any other vendors you regularly use. Defining suppliers and their service rates here lets you pull costs into quotes quickly and consistently.

Supplier fields

FieldDescription
NameThe supplier company name.
Statusactive or inactive. Inactive suppliers are hidden from pickers.
Contact NamePrimary contact person.
Contact EmailContact email address.
Contact PhoneContact phone number.
Payment Termse.g. NET30, NET60.
Preferred CurrencyThe currency this supplier invoices in.
TagsFree-text tags for filtering and categorisation.
NotesInternal notes about the supplier.

Supplier services

Each supplier can have multiple service entries — individual rate cards for the things they do:

FieldDescription
NameShort name for the service (e.g. “FCL 40ft transport”).
DescriptionDetailed description.
Rate AmountThe price per rate unit.
Rate Unitper_hour, per_day, per_job, or per_unit.
CurrencyThe currency for this rate.
Min Lead Time (days)How far in advance this service must be booked.
Delivery Windowe.g. 2-3 business days.
Services can be archived when they are no longer offered. Archived services are hidden from quote pickers but their data is retained for historical records.

Using supplier services in quotes

When adding a line to a quote, use the Supplier Service picker to select an active service. This pre-fills the description, unit of measurement, and buy rate. You can override any of these values before saving.

Creating a supplier

  1. Navigate to Finance → Suppliers and click New Supplier.
  2. Fill in the company name and optional contact details.
  3. Save — then open the supplier’s detail page to add service entries.