Add your Goods and Service Suppliers so you can track the source of your deliveries and have supplier contact details at the palm of your hand
In this Article:
Adding & Deleting Suppliers from the Admin Console
Log in to the Admin Console
Go to Suppliers
Click the Green Add button
Select a Add supplier
Select a Supplier type: Goods - suppliers who provide goods to your business or Services - people/companies that provide maintenance work etc.
Capture as many details as possible. Only fields with an * are required
You need to list the type of items that the company provides e.g. fresh fruit and vegetables
If they are a Goods supplier you can enter the supplier's certificate, showing if they are a certified supplier. You can monitor the supplier's certificates from your Dashboard on the Admin Console showing when their certificate expires so you can keep the records up to date.
To delete a Supplier:
Go to the Supplier page
Click the Bin icon next to the supplier to delete
Note: If you enter a phone number or email address for a Supplier then when you navigate to the Suppliers page on the mobile app you will be able to use these details to make a call or send an email to the supplier.
Attaching Resources to Suppliers
If you have any documents that are relevant to your suppliers such as invoices or certificates, you can upload these as a resource. This keeps your Supplier related documents centralised.
To do this:
Click the Pencil icon next to the supplier
Scroll down to the bottom to Resources
Click the Green plus button
Click the file or the link icon depending on the resource
Add the resource by attaching the file from your computer from there
For more information on adding resources check out this article here!
Add Suppliers from the Mobile App
Log in to the Mobile App
Click the Menu icon (top left-hand corner)
Click Suppliers
Click the Green plus button to add a new supplier
Add the details as required
Using Bulk Upload
If you have lots of suppliers and already have a list of them in spreadsheet or another file format you may save some time using the bulk upload feature.
Download our Supplier CSV template file
Input your supplier details into the template from your spreadsheet software of choice (Google Sheets, Excel etc.)
Save the CSV file
In Safe Food Pro, go to Supplier and click + Add
Select Bulk Upload
Click Upload, and select the file from your computer
Exporting Supplier List
You can export your Supplier list to send to your Verifier or whoever may need it. When exporting it downloads it to a CSV file.
