WemoticsDocumentation

Settings

Suppliers

The Suppliers section allows you to register and manage companies from which you purchase parts, materials, or other goods.

Adding frequently used suppliers in advance makes it easier to select them from a list when creating estimates, adding parts, and completing other purchasing-related operations.

Open this page by selecting Settings → Suppliers.

Supplier List

This page displays all suppliers registered in the system. The number of active suppliers is shown at the top.

The table contains the following information:

  • Supplier Name
  • Contact Person
  • Phone
  • Email
  • Active
  • Actions

If optional supplier information has not been provided, a dash is displayed in the corresponding table field.

Adding a Supplier in Settings

To register a supplier in advance:

  1. 1Click Add Supplier.
  2. 2Enter the supplier's information.
  3. 3Click Add Supplier to save the record.

You can enter the following details:

  • Supplier Name – the supplier company's name. This field is required.
  • Contact Person – the main person you communicate with.
  • Phone – the supplier's contact phone number.
  • Email – the supplier's contact or order email address.
  • Address – the supplier's business or registered address.
  • Notes – additional information such as payment terms, delivery schedules, ordering preferences, or internal notes.

The Add Supplier button becomes active after the required information has been entered. To close the window without saving, click Cancel.

Adding a Supplier While Creating an Estimate

A supplier does not have to be created in Settings beforehand. You can also add a new supplier while creating an estimate or adding a part to a repair order.

  1. 1Start entering the supplier's name in the Supplier Name field.
  2. 2If the supplier is not in the list, select Add new supplier.
  3. 3Complete the part details and save the part.

The new supplier is added automatically to the main supplier list. You can select it in future records or add its contact details later under Settings → Suppliers.

Editing a Supplier

To update an existing supplier:

  1. 1Click the edit icon next to the supplier.
  2. 2Update the required information.
  3. 3Click Save.

You can change the supplier name, contact person, phone number, email address, address, and notes.

Saved changes are reflected throughout the system.

Activating or Deactivating a Supplier

Use the switch in the Active column to control whether the supplier can be selected for new records.

  • When enabled, the supplier is active and available for selection.
  • When disabled, the supplier remains stored but cannot be selected for new operations.

Deactivating a supplier does not delete it or change previous records. The supplier can be activated again at any time.

Deleting a Supplier

To remove a supplier, click the delete icon next to it and confirm the action.

The supplier is removed from the supplier list and can no longer be selected for new operations. Its name remains visible in previously created documents and historical records so that the transaction history remains accurate.

Deleting a supplier cannot be undone. If the supplier is only temporarily unavailable, deactivate it instead of deleting it.