Inventory
Adding a Supplier (vendor)
Adding a supplier to Swivl creates a detailed profile you can reference when ordering materials, assigning tools, or tracking costs covering everything from contact details and addresses to supporting documents and social media links.
Overview
Adding a supplier to Swivl creates a detailed profile you can reference when ordering materials, assigning tools, or tracking costs. The supplier form captures everything from contact details and addresses to supporting documents and social media links.
Who can access this
- Super Admin: can create and edit supplier accounts.
- Admin: can create and edit supplier accounts.
How to add a new supplier
- Navigate to Inventory → Suppliers from the left sidebar
- Click + Supplier Account at the top right of the page
- Complete the form sections described below
- Click Save at the bottom of the page
Primary Details
- Profile Photo: optionally upload a profile photo (JPEG, PNG, or JPG, max 10MB)
- Supplier Account Name (required): enter the supplier's business name
Address Details
- Address Line 1: start typing to search and select an address
- Building / Unit: optionally add a unit, floor, or suite number
- Address Notes: add any special instructions or landmarks
- Mark this as primary address: designates this as the main service location
- Mark this as billing address: designates this as the billing address
- Click + Add Additional Address to add more locations
Contact Details
- Contact Name: enter the name of the contact person
- Role/Title: optionally add the contact's role or job title
- Office Number: add an office phone number with an optional extension
- Mobile Number: add one or more mobile numbers
- Contact Email: add one or more email addresses
- Mark this as primary contact and Mark this as billing contact: designate the contact's role
- Click + Add Additional Contact to add more contacts
Additional Details
- Sales Manager: assign one or more sales managers from your team
- Account Manager: assign one or more account managers
- Tags: select or create tags to categorise this supplier
- Upload Media: attach contracts, certificates, or supporting documents (JPG, JPEG, PNG, HEIC, HEIF, PDF or DOCX, max 5MB)
- Social Media Profiles: add links to the supplier's website, Facebook, Instagram, or X pagesEditing a supplier
Editing a supplier
- Go to Inventory → Suppliers from the left sidebar
- Click the three-dot menu next to the supplier you want to update
- Select Edit
- The form opens pre-filled with the supplier's current information — make your changes and click Save
Tips
- When typing a supplier name watch for the duplicate suggestion banner, it can save you from creating a duplicate account
- Upload key documents such as insurance certificates and contracts directly to the supplier profile so they are always easy to find
- You can also create a new supplier on the fly from other areas of Swivl, it will redirect you to the same form
- Fill in social media profiles to keep a complete picture of each vendor relationship