Adding a supplier, and what its record holds

Adding a supplier, and what its record holds

Adding a supplier takes a name and a website. The rest fills itself in.

Add it

    Open Suppliers, pick the Tools or Services tab, and press Add.
    Start typing the name. Matching suppliers appear as you type, so you don't end up with both "Flynth" and "Flynth Inc".
    If none of them is yours, finish the name and save.

Auto-fill from the website

Paste the company's website into the Website field and press Auto-fill. Two passes run:
    The basics. Name, description, country and logo, read from the site.
    The legal entity. Read from the terms, privacy or imprint page: entity name, address, registration number, and the URL it came from.
The roles this vendor can fill get linked at the same time, and a message tells you how many. See  How tools and services fill your roles .
Sites that block automated requests or publish no legal pages come back empty. Fill those in by hand.

What the record holds

Field
Notes
Website
Feeds the logo and Auto-fill
Category
One of 17, used by the category filter
Country
Shown with its flag
Description
What the company does
Logo
Fetched from the domain. Paste or upload your own to override it
Legal entity
Name, address, registration number, plus Source and Registry links
Moneybird
Links to the supplier's Moneybird contact and jumps straight there
Roles
Every role here this supplier fills, as clickable pills
Click any field to edit it.

It is a shared record

Suppliers live in a  catalog shared across the platform , so your correction helps the next organisation that adds the same vendor. Every edit is stamped, and the panel shows Last edited by with the person and their organisation.

Who owns this vendor

The legal entity fields answer which company this really is. For the hosting and email providers that can also reach your data, run the domain through  Fingerprint . It reads the same legal pages Auto-fill does.

FAQ

Auto-fill got the name but not the legal entity. The company publishes no imprint, or its terms page is behind a script. Look for a page called Colophon, Impressum or Legal and copy the details across.
The logo is wrong or missing. Check the Website field points at the company's real domain, then paste a direct image URL into the custom logo field.
Someone changed a record I filled in. The Last edited by line tells you who, and you can correct it back.

Related

  •  Tools and services: what goes where 
  •  The shared supplier catalog