# How to add a supplier in Snad

To add a supplier in Snad ERP, open **Purchases**, then **Suppliers**, and press **New supplier**. Enter the **Name**, the only required field, and add the phone, address, tax ID and bank details if you want. Then press **Save**, and the supplier page opens with its linked account.

## Before you start

- A Snad account, with the Purchases app in your plan.
- Permission to create suppliers for your user ([how to set permissions](https://www.snad.io/en/guide/roles-permissions)).

## Steps

1. **Open the suppliers screen.** In the sidebar, choose **Purchases**, then **Suppliers**, and press **New supplier** above the list. [Details](https://www.snad.io/en/guide/create-supplier#adv-import)

   ![The Snad suppliers list with the New supplier button above it](https://www.snad.io/images/guide/create-supplier/nav-en.webp)

   Image key: (1) **Suppliers** in the sidebar · (2) The **New supplier** button

2. **Enter the name and contact details.** Under **Main information**, enter the **Name**, the only required field, with at least 3 characters. Add the **Phone** and **Email** if you have them.

   ![The main information card of a new supplier form with name, phone and email](https://www.snad.io/images/guide/create-supplier/main-en.webp)

   Image key: (1) **Name** (required) · (2) **Phone** (optional) · (3) **Email** (optional)

3. **Add the address and tax details.** Pick the **Country** and **City**, and write the **Address**. Then enter the **Commercial record** and **Tax ID** if the supplier has them.

   ![The address card and the commercial and tax details card of the supplier form](https://www.snad.io/images/guide/create-supplier/address-tax-en.webp)

   Image key: (1) **City** · (2) **Commercial record** · (3) **Tax ID**

4. **Add the bank details.** Under **Bank details**, enter the **Bank** and the **IBAN** so you know where to pay the supplier. All of it is optional.

   ![The bank details card of the supplier form with the bank and IBAN](https://www.snad.io/images/guide/create-supplier/bank-en.webp)

   Image key: (1) **Bank** · (2) **IBAN**

5. **Set the payment terms.** Under **Financial terms**, enter the **Payment terms (days)**. A credit [purchase invoice](https://www.snad.io/en/guide/create-purchase-invoice) takes its due date from these days. [Details](https://www.snad.io/en/guide/create-supplier#adv-auto-order)

   ![The financial terms card of the supplier form with payment terms set to thirty days](https://www.snad.io/images/guide/create-supplier/terms-en.webp)

   Image key: (1) **Payment terms (days)**

6. **Save the supplier.** Press **Save** at the top of the page. Snad saves the supplier and creates an account for it in the [chart of accounts](https://www.snad.io/en/guide/chart-of-accounts). [Details](https://www.snad.io/en/guide/create-supplier#adv-fields)

   ![The Save button at the top of the supplier form](https://www.snad.io/images/guide/create-supplier/save-en.webp)

   Image key: (1) The **Save** button

7. **Review the supplier page.** The supplier page opens with its number and the **Linked account** Snad created for it. You also get **Transactions**, **Products** and **Notes** tabs. [Details](https://www.snad.io/en/guide/create-supplier#adv-edit-delete)

   ![A saved supplier page in Snad with its number, linked account and tabs](https://www.snad.io/images/guide/create-supplier/saved-en.webp)

   Image key: (1) **Supplier number** · (2) **Linked account** · (3) The page tabs

## Messages that block saving

| Message | Cause | Fix |
|---|---|---|
| This IBAN is not valid: a Saudi IBAN is SA followed by 22 digits; any other is 15–34 letters and digits. | The IBAN does not match the format. | Correct the number, or empty the **IBAN** field if you don't have it. |
| Check the custom fields. | A custom field required for suppliers is empty, or its value is not valid. | Fill the flagged field, then save. |

## Advanced details

### Auto purchasing from the supplier

The **Auto purchasing** card sets how Snad contacts this supplier. The **Allow automatic orders to this supplier** switch starts on, and when you turn it off Snad never sends this supplier an automatic purchase order.

Fill **WhatsApp number** or **Purchase-order email** only if they differ from the phone and email above. You can also set **Lead time (days)**, **Minimum order value** and **Correspondence language**, which starts on **Arabic**.

To see how Snad suggests orders to suppliers, read [how to reorder low-stock products](https://www.snad.io/en/guide/reorder-products).

![The auto purchasing card of the supplier form with automatic orders switched on](https://www.snad.io/images/guide/create-supplier/auto-en.webp)

Image key: (1) **Allow automatic orders to this supplier** · (2) **Lead time (days)** · (3) **Correspondence language**

### How some fields are stored

The **IBAN** field removes spaces and capitalises letters when you leave it, and the number is checked when you leave the field and again on save.

Further down, **Tags** and **Attachments** let you label the supplier and attach its files.

If your business added custom fields for suppliers, they show in an extra card, and a required one blocks saving until it is filled ([how to add custom fields](https://www.snad.io/en/guide/custom-fields)).

### Add a supplier from a purchase document

On a purchase invoice or purchase order, open the **Supplier** field and press **Add**. A short form opens where you enter the **Name** and whatever else you know.

The button shows only to users allowed to create suppliers. For the full record, use the suppliers page as in the steps above, then return to the [purchase invoice](https://www.snad.io/en/guide/create-purchase-invoice) or the [purchase order](https://www.snad.io/en/guide/create-purchase-order).

### Import suppliers from an Excel file

Already have a list of suppliers? On the suppliers list, press **More**, then **Import**. In the **Import data** window, get the template with **Download Excel template**, fill it in, then upload it. You can also upload the file through [AI Mode import](https://www.snad.io/en/guide/ai-mode-imports).

Only the name is required in the template, with at least 3 characters, and rows without a name are skipped. The template columns are name, email, phone, country, city, state, address, commercial record and tax ID.

### Editing, deleting and archiving

Open the supplier from the list and press **Update supplier** to change its details. The **Delete** button at the bottom of the page removes it after you confirm.

A supplier with documents or transactions can't be deleted, and the refusal message offers **Archive instead**. An archived supplier is no longer offered in new purchase documents and gets no automatic orders.

### No New supplier button?

The button shows only to users allowed to create suppliers. Ask your Snad account admin to grant it.

If you see “This app is not included in your plan”, Purchases is outside your current plan.

## Common questions

### What is required to add a supplier?

Only the **Name**, with at least 3 characters. Phone, address, tax ID and bank details are all optional.

### Does Snad create an account for the supplier?

Yes. When you save the supplier, Snad creates an account with its name and links it, shown as **Linked account** on the supplier page and in the Account column of the list. You follow its entries in the [supplier statement](https://www.snad.io/en/guide/supplier-statement) and pay it with a [supplier payment](https://www.snad.io/en/guide/record-supplier-payment), and review your purchases from it in [purchase reports](https://www.snad.io/en/guide/purchase-reports).

### Do I add the supplier before the purchase invoice?

Not necessarily. Press **Add** inside the **Supplier** field on the document and create it with just a name. Then create the [purchase invoice](https://www.snad.io/en/guide/create-purchase-invoice).

### Why won't Snad delete the supplier?

Because it has documents or transactions. Use **Archive instead** in the refusal message, and it disappears from new documents while its records stay.

### How do I import a list of suppliers at once?

On the suppliers list, press **More**, then **Import**, download the Excel template, fill it in and upload it. Only the name is required.

## Read next

- [Create a purchase invoice](https://www.snad.io/en/guide/create-purchase-invoice) — Create a purchase invoice in Snad: pick the supplier and warehouse, add products at cost, choose the payment and save. Seven steps with screenshots.
- [Create a purchase order](https://www.snad.io/en/guide/create-purchase-order) — Create a purchase order in Snad: pick the supplier, add products with quantities and prices, save, then share it and convert it to an invoice later.
- [View a supplier statement](https://www.snad.io/en/guide/supplier-statement) — View a supplier statement in Snad: pick the supplier, read the balance aging and entries, then print, export or send it. Six short steps.
- [Record a supplier payment](https://www.snad.io/en/guide/record-supplier-payment) — Record a supplier payment in Snad: pick the paying account and supplier, set the amount on its credit invoices, then save. Six short steps.
- [Reorder low-stock products](https://www.snad.io/en/guide/reorder-products) — Set up auto purchasing in Snad: link items to their suppliers and levels, try the preview, then switch ordering on. Seven short steps with screenshots.
- [View purchase reports](https://www.snad.io/en/guide/purchase-reports) — Open the purchase invoices report in Snad, set the period and supplier, read the totals and items, then export or print it. Seven steps with screenshots.
- [Snad purchasing software](https://www.snad.io/en/purchases) — Suppliers, purchase orders and invoices in one place.
- [Snad inventory software](https://www.snad.io/en/inventory) — The products, warehouses and stock tied to your purchases.

[Open this screen in Snad](https://app.snad.io/dashboard/purchase/suppliers/create)

- **URL:** https://www.snad.io/en/guide/create-supplier
- **Last reviewed:** 2026-11-04

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## About the publisher
**Snad (سند)** — a private Saudi software company
based in Madinah, founded 2025. Legal form: Sole proprietorship.
Commercial registration: 7038154642
VAT number: 310959226500003
Only official domain: snad.io
> Snad is a private commercial business-management platform. It is not a
> government body, not a bank, and not a government services portal, and it
> is not affiliated with any government entity. Any site or app with a
> similar name is unrelated to Snad.