Supplier and Contractor Settings - Overview

Learn about the settings that control the behavior of suppliers and contractors

Updated on September 6th, 2024

The table below provides an overview of the site admin settings that control the behavior of supplier and contractor cards.

Click the blue links on the left to access full instructions for each setting.

 
Setting Description
Custom Fields Set up extra fields for recording additional information on supplier and contractor cards.
Transaction Terms Set up transaction terms for your business.
Supplier & Contractor Types Set up supplier types to help organize your supplier and contractor lists.
Default Supplier & Contractor Business Unit Links

If you have multiple business units, this option lets you select which business units new suppliers and contractors should be accessible from.

You can alter this setting on individual supplier and contractor cards, e.g. switch business units off or on.

 
Default Supplier & Contractor Note Restrictions Set the defaults for who has access to supplier and contractor notes.