You must add your supplier details to send purchase orders. This keeps all supplier information organized and easily accessible for future reference. To assign default suppliers to stock items, refer to our article on assigning products to default suppliers.
What’s in this guide?
Adding supplier details
Frequently asked questions
Adding supplier details
You must have either an admin, Back of House, or manually-enabled suppliers permissions to manage supplier details. The supplier's name and email are required to add a supplier entry in Back Office.
To add supplier details:
- Log in to Back Office with your Lightspeed credentials.
- From the navigation menu, select People > Suppliers.
- Click Add a new supplier.
- Enter the supplier name and email address.
- Click Add Supplier.
- (Optional) To edit additional supplier details, click the cogwheel icon (settings). Here, you can update the following:
- Company Name: The supplier's business name.
- Email: The primary contact email for the supplier.
- Phone Number: The supplier's main phone contact.
- Supplier Logo/image: A logo or visual representation of the supplier's brand.
- Business Number: The supplier's business or tax registration number.
- First Name / Last Name: The name of the supplier’s primary contact.
- Address: The supplier's business address.
- Default Delivery Note: Message or instructions included on delivery notes.
-
Payment Terms: The agreed schedule of when supplier invoices are paid.
Frequently asked questions
Bulk adding supplier details through a .csv import is not currently supported. All supplier information can be entered manually in Back Office.
It is not possible to add multiple email addresses or phone numbers to a single supplier entry in Back Office. If you need to manage multiple contacts for the same supplier, each contact must be added as a separate entry in Back Office.
Alternatively, when sending purchase orders, you can include additional recipients by adding an email address to the CC field.
What's next?
Set up automatic purchase reminders according to your preferred schedule.
Access your purchase report for a clear view of purchase orders and to track costs.