Manage Suppliers

The Supplier Directory holds the vendor identity reused by Yepsta procurement records.

Permission required

Owners have full access. Managers and staff need Suppliers access. Procurement transactions also require access to their locations.

Add a supplier

Open Procurement → Suppliers.

Create a supplier record

1. Select Add Supplier.
2. Enter Supplier Name.
3. Add the contact person, phone and email used for business communication.
4. Enter the supplier’s verified GSTIN, city, state and pincode when applicable.
5. Add the full address and a concise operational note if needed.
6. Keep Supplier is active on when the supplier should be available for new purchase orders and supplier bills.
7. Save the record.

Supplier records are shared across the business. The purchase order or bill supplies the location scope for the transaction.

Edit or deactivate a supplier

Open the supplier from Supplier Directory, correct the approved fields and save. Turn the active status off when the supplier should no longer be selected for new procurement.

Deactivation does not remove historical purchase orders, bills, payments, returns or ledger entries. The current directory does not expose a supplier-delete workflow.

Important information

Verify the legal name and GSTIN against supplier documents before using the record for tax reporting. Yepsta stores the entered details; it does not certify them.

Protect supplier information

• Restrict access to users who need procurement data.
• Do not place passwords, banking credentials, OTPs or card details in Notes.
• Check phone, email and GSTIN before sharing a purchase document.
• Use synthetic details in training material and screenshots.

Tip

Before creating a supplier, search by name, phone and GSTIN to avoid duplicate identities and split ledger history.

Related guides

• Create and Receive Purchase Orders
• Record Purchases and Pay Supplier Bills
• Read the Supplier Ledger
• Configure GST and Invoice Tax Settings

Last reviewed: 12 July 2026