Vendor Management
Keep your supplier contacts organised and send purchase orders directly from Sortinal.
Adding a vendor
Go to Settings → Vendor Management and add your suppliers:
- Company name — the supplier's business name
- Contact person — your rep or account manager
- Email — where purchase orders get sent
- Phone — for urgent orders
- Notes — account numbers, delivery days, minimum order values
Purchase orders
When stock drops below threshold (see Stock & Inventory), you can generate a purchase order:
- Go to the Reorder screen
- Select items to order and quantities
- Choose the vendor
- Review and send — the order goes to the vendor's email using your configured order email template
Order email template
Customise the purchase order email in Settings → Order Email:
- Subject line
- Body text
- Your business details
Tips
- Keep vendor emails up to date — a bounced purchase order costs you a day
- Add notes about each vendor's lead times so you know when to order
- Use the reorder screen weekly to stay ahead of stock-outs