Overview

This section explains how to access, create, edit, and manage Supplier records in Retail Edge. Supplier records store contact details, pricing rules, brand associations, documents, and invoice history.

Accessing the Supplier List

1. From the Back Office, navigate to: Administrative → Suppliers.

Administrative menu — navigate to Suppliers

2. Click Find to display the full list of suppliers.

Supplier list screen

Managing Supplier Records

All supplier maintenance is performed from the Supplier List screen.

Adding a New Supplier

1. Click Add at the bottom of the screen.
2. Enter the supplier details across the relevant tabs.
3. Click OK / Save & Close to save the supplier record.

New Supplier record — complete all relevant tabs

Editing an Existing Supplier

You can edit a supplier by double-clicking the supplier record, or by highlighting it and clicking Edit. Make the required changes and save.

Supplier record — edit details across the available tabs

Setting a Supplier as Inactive

To remove a supplier from active use:

1. Open the supplier record and go to the General tab.
2. Tick the Inactive checkbox.
3. Click OK / Save & Close.

General tab — tick Inactive to deactivate the supplier

Important: If a supplier has stock items associated with them, do not set them to Inactive. Doing so may cause errors with existing stock records and reporting.

Inactive suppliers will no longer be available for selection but their historical data will remain intact.