Create a supplier

Goal

Create a new supplier party (optionally also a customer) from the Suppliers list modal.

Who it is for

Users with party.create.

Preconditions

• Correct tenant; Name default locale filled.
• Parties setup may require email (persons), tax ID (organizations), phone, or billing address.
• Duplicate policy Allow / Warn / Block applies.
• Unlike the customer form, the supplier create UI has no Reference field; auto numbering can still assign a code when policy is Auto.

Steps

1. Open Directory → Suppliers → New supplier.
2. Enter Name (required).
3. Set Type: Organization or Person.
4. Fill Email, Phone, Tax ID, and Billing address per Parties setup.
5. Set supplier profile: Payment terms (days) and Default currency.
6. Optionally check Also a customer.
7. Save. Toast confirms creation; list refreshes.

Result

An active supplier appears on the list. Dual-role parties also appear under Customers. Warn policy may return duplicates with HTTP 201.

Hard stops

• Same required-field messages as customers when settings enforce them.
• A matching party already exists. when Duplicate parties = Block.
• Name / email validation failures.

Related

• Edit a supplier
• Find suppliers
• Parties setup
• Troubleshoot