The View Suppliers page serves as your central hub for overseeing all supplier relationships within your account. This comprehensive supplier directory provides a complete overview of your vendor network, allowing you to quickly locate specific suppliers, review their key details, and perform essential management tasks all from one convenient location.

Whether you need to create new Purchase Orders, update supplier details, or manage multiple suppliers simultaneously through bulk actions, the View Suppliers streamlines these critical purchasing operations.

For an overview of the customers that exist in your account, from the main menu, go to Suppliers > View Suppliers.

At the top of the View Suppliers page, there are three function buttons available:

Import: Opens the Import/Export page for suppliers.
Export: Downloads the current view of the View Suppliers page in either a PDF, CSV, or XLSX format.
Add Supplier: Opens the Add Supplier page, allowing you to create a new supplier from scratch.

Manage your view

By default, the View Suppliers page lists all non-obsolete suppliers that have been saved to your account.

Use the filter fields available at the top of the View Suppliers page to specify which suppliers should be displayed, making it easier for you to review and update the suppliers that need it:

Supplier: A free text field that will filter by the supplier's code or description.
Obsolete: Use the drop-down menu to filter for suppliers that are obsolete, not obsolete, or either.

Customise the View Suppliers layout

The details that are displayed per customer in the View Suppliers page are determined by the column headers that are included in the page's grid layout.

View Suppliers' column headers

The columns displayed in the View Suppliers page provide an overview of the suppliers that exist in your account. The columns that are displayed by default in your View Suppliers page are described in the table below.

View Suppliers' filed name	Description
Action Cog	Use the tick boxes to select multiple suppliers from the same page and hover over the Action Cog icon in the header to choose an action: Obsolete Delete
Supplier Code	Displays the supplier's unique code.
Supplier Name	Displays the supplier's unique name.
City	Displays the supplier's Postal Address's city.
Country	Displays the supplier's Postal Address's city.
Currency	Displays the supplier's currency.
Action	Displays an action cog icon that allows you to select one of the following actions for the supplier: Edit View in Xero Add Purchase Export Supplier Contacts View Transactions Obsolete Delete

View Suppliers' Hidden Columns

There are additional columns you can display on the View Suppliers page, which can be found in the Show Toolbar tab's Hidden Column. Drag and drop the column header from the Hidden Columns pop-up window into your grid's layout to populate the column's detail per supplier in your view.

View Suppliers Hidden Column	Description
Default Payment Term	Displays the supplier's default Payment Term.
Lead Time (days)	Displays the supplier's default lead time.
Minimum Order Value	Displays the value set as the supplier's minimum order value per Purchase Order.
Phone Number	Displays the supplier's primary contact's phone number.
Website	Displays the supplier's primary contact's website.

📌Note: Only the headers already displayed in the layout or the Hidden Columns list can be displayed in the View Suppliers page.

Manage custom layouts

Customize how the supplier details are displayed by adjusting the column widths, dragging and dropping columns into their preferred position, and clicking on the header to sort the suppliers into ascending or descending order. You can also drag and drop column headers into the grey space above the other column headers to group suppliers by that column's detail, in an expandable format.

After customizing your column layout, save it for future use:

Click on the Show Toolbar tab.
Select New.
Enter a unique name for the new layout.
Click Add.

The layout will now be saved to your user profile, only available to select from the Show Toolbar's Grid Layout drop-down menu.

Edits can be made to your custom grid layout at any time; just click Save in the Show Toolbar options after you've made the necessary adjustments. Similarly, custom grid layouts can be removed by clicking Delete in the Show Toolbar tab.

Default grid layouts

Initially, whenever you navigate to the View Suppliers page, the default grid layout "None" will be displayed.

To make one of your custom grid layouts the default view:

Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Default checkbox.
Click Save.

Share grid layouts

If you've created a grid layout that other users in your account would benefit from using, you can make it available to their user profiles too:

Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Shared checkbox.
Click Save.

The layout will then be available to select from the Show Toolbar > Grid Layout menu when other users open the View Suppliers page.

🤓Tip: Shared layouts cannot be a default for another user's profile, but they can save the shared layout as a new layout in their profile, then set that as their default. Bear in mind that any edits you make to your shared layout will not apply to their saved default version.

Manage suppliers from View Suppliers

Update suppliers and create purchases for them directly from the View Suppliers page, using the bulk and individual action functions available.

Individual actions

Along each supplier's row in the View Suppliers page, there's an action cog icon that displays a menu of actions, described in the table below, that you can apply to the supplier.

View Suppliers individual action	Description
Edit	Opens the supplier's record.
View in Xero	Opens to the supplier's primary contact in Xero.
Add Purchase	Creates a new Purchase Order, in Parked status, for the supplier.
Export Supplier Contacts	Downloads the supplier's contacts into a CSV file.
View Transactions	Opens the Purchase Enquiry.
Obsolete	Updates the supplier to obsolete if the supplier has no open Purchase Orders.
Delete	Deletes the supplier from your account if no Purchase Orders have been created for them.