What supplier records are for
Supplier records represent the companies you buy from — material merchants, plant hire firms, specialist subcontractors, and anyone else you raise Purchase Orders or payments against. When you create a Purchase Order or record a delivery, you select a supplier from this list.
Supplier types
Each supplier can be flagged as one or more of the following:
| Type | What it means |
|---|---|
| Material Supplier | Supplies physical materials and goods |
| Prelim Supplier | Supplies preliminary items (site facilities, welfare, etc.) |
| Subcontractor Supplier | Works as a subcontractor on your projects |
These flags are not mutually exclusive — a supplier can be all three.
When you tick Is Subcontractor Supplier on a new supplier, Project Commander automatically creates a matching subcontractor record. You do not need to add them separately on the Subcontractor Types page.
Viewing suppliers
Navigate to Settings > Data > Suppliers. The table shows all active suppliers with their name, VAT number, registration number, payment terms, address, and type flags.
Filter by Status, Prelim Supplier, Material Supplier, or Subcontractor Supplier to narrow the list. To see archived suppliers, enable Show Archived in the view options.
Creating a supplier
- 1
Click Create Supplier in the top-right corner.
- 2
Fill in the supplier details:
Field Required Description Name Yes The supplier's company name VAT Number No VAT registration number Unique Tax Reference No HMRC unique tax reference Registration Number No Companies House registration number Registration Region No Region the supplier is registered in Payment Terms (Days) No Default payment terms in days Address No If you enter any address field, Line 1, Town, County, and Postcode become required - 3
Tick the supplier type checkboxes — Is Material Supplier, Is Prelim Supplier, and/or Is Subcontractor Supplier.
- 4
Click Create to save.
Editing a supplier
Click into any editable cell in the table to update a supplier's details inline. Changes save automatically.
Importing suppliers from CSV
Click CSV Import to bulk-add suppliers from a spreadsheet. Download the template, fill in your data, and upload.
Archiving and restoring suppliers
Click Archive on a supplier's row to hide it from active lists and dropdowns. To restore, enable Show Archived and click Unarchive.
Next steps
- Clients — manage your client records.
- Employees — manage your employee list.
- Site Addresses — manage site address records.