Suppliers¶
The Suppliers section is where you keep track of the vendors you buy from — substrate manufacturers, laminate suppliers, print houses, and anyone else you source materials from regularly.
Finding the Supplier List¶
Click Suppliers in the left sidebar. Each row shows the supplier's company name. Click any row to open their full profile.
Adding a New Supplier¶
- Click New Supplier.
- Fill in their details:
- Company Name (required)
- Contact Name — the rep or account manager you deal with
- Phone
- Website — must start with
http://orhttps:// - Click Save Supplier.
Editing a Supplier¶
From the list, click the pencil icon on any supplier's row. From a supplier's profile page, click Edit supplier in the top right corner.
Removing a Supplier¶
Click the trash icon on their row. Substrate will ask you to confirm before deleting the record.
The Supplier Profile¶
Click a supplier's name to open their full profile.
Contact card — shows company name, contact name, email, phone, and website. Email addresses and website links are clickable.
Notes — a free-form area for anything worth remembering about this vendor: account numbers, lead times, ordering procedures, what products they carry. Notes save automatically as you type. The last editor's name and the time of the last save are shown below the notes area.