Supplier Directory

The supplier directory centralizes all information about the companies and individuals that provide you with products or services. From /suppliers you can search, create, and manage your suppliers with a card-based layout that makes navigation easy.

Main View

The screen displays your suppliers in a card format with the most relevant information at a glance:

Company or legal name
Supplier category
Primary contact information
Number of active purchase orders

Use the search bar to filter by name, tax ID, or email address.

Creating a Supplier

Start registration

Click New Supplier to open the registration form.

Basic information

Enter the legal name, trade name (optional), and supplier category (raw materials, services, logistics, etc.).

Tax data

Record the RFC or Tax ID, tax regime, and full fiscal address. This data will be used when generating purchase orders.

Contact

Add the primary contact name, phone number, email address, and website. You can register multiple contacts per supplier.

Addresses

Add one or more shipping addresses or supplier branch locations to facilitate receiving logistics.

Tip

Classify your suppliers by category from the start. This will let you filter quickly when you need to create purchase orders by product type.

Supplier Profile

Clicking a card opens the full profile with:

Summary: General data and metrics (total purchased, active orders).
Purchase orders: History of all purchase orders with this supplier.
Recurring services: Active service agreements.
Documents: Attached files such as contracts or quotes.
Notes: Internal observations about the supplier.

Editing and Deleting

Edit: Update any supplier data from their profile.
Delete: Only possible if the supplier has no associated purchase orders.

Deletion

If a supplier has purchase history, you cannot delete them. Instead, mark them as inactive so they no longer appear in the main listings.

Bulk Import

If you have a large list of suppliers, you can import them from an Excel or CSV file. The system will validate the data before creating records and show you a summary of any errors.

Purchase Orders — Create orders to your suppliers.
Recurring Services — Manage periodic service agreements.
Fixed Assets — Link suppliers to asset purchases.