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The suppliers list — columns, filters & inline edit

This is a lookup reference for the suppliers list — the columns you can show, the filters that shape the view, and where inline editing is available. For bulk changes across many suppliers, see Import suppliers and Export suppliers.

Before you begin

  • Reading the list requires the suppliers read scope. Row actions (create, edit, archive, delete, merge) each require their own permission and only appear when you have it.

Column selector

The toolbar Columns control opens the column selector, where you choose which columns are shown. Name is locked — it's always shown and can't be turned off. Every other column can be toggled on or off, and a few (marked Hidden by default below) are available but off until you turn them on.

Columns

ColumnKeySortableNotes
NamenameYesLocked (always shown). Links to the supplier's detail page; hover to copy.
TypetypeYesProduct Supplier or Service Provider, shown as a colored chip.
Company Namecompany_nameYes
EmailemailYes
Contact Nameprimary_contact_nameYes
Lead TimeleadtimeYesIn days; right-aligned.
Min Order Qtyminimum_order_quantityYesRight-aligned.
Default Tax Ratedefault_tax_rateNoHidden by default. The supplier's default tax-rate name (for example GST 10%), or when unset. Editable inline in grid view.
Default Pricing Tierdefault_pricing_tierNoHidden by default. Shown as Name (CUR), for example Supplier USD (USD) — the tier carries the supplier's currency. Shows when unset. Editable inline in grid view.
Created Atcreated_atYesShown in your account timezone.
Updated Atupdated_atYesShown in your account timezone.

Table view vs grid view

The toolbar's view toggle switches between two layouts of the same data:

  • Table view — the standard read-only table with sortable headers and pagination.
  • Grid view — a spreadsheet-style grid where several columns are editable inline. Change a cell and the update saves immediately.

The columns you can edit inline in grid view are Name, Company Name, Email, Contact Name, Lead Time, Min Order Qty, Default Tax Rate, and Default Pricing Tier. Created At and Updated At are read-only.

Default Tax Rate and Default Pricing Tier edit as dropdowns — click the cell and pick a tax rate (or pricing tier) from the list, or clear it to blank (). Because a supplier's currency is carried by its pricing tier, picking a Default Pricing Tier is how you set the supplier's currency from the list.

ControlWhat it does
SearchMatches across Name, Company Name, Email, and Contact Name.
TypeQuick filter: All, Product Supplier, or Service Provider.
Archived toggleAll, Active (default), or Archived — controls which suppliers appear (and what an export includes).
Advanced filtersBuild conditions on ID, Name, Company Name, Email, Contact Name, Lead Time, Min Order Qty, Type, Created At, and Updated At.
Saved viewsSave a search + filter + column combination as a reusable view.

Setting a supplier's tax rate and currency

A supplier's Default Tax Rate (for example GST) and currency (its pricing tier) can be set three ways:

  • In the list — turn on the Default Tax Rate and Default Pricing Tier columns in the Column Selector, switch to grid view, and pick a value from the dropdown in the cell (clear it to to unset). The change saves immediately. This is the quickest way to fix a handful of suppliers.
  • For one supplier — open it and edit its Default Tax Rate and Default Pricing Tier on the detail page.
  • In bulk — use the export → edit → re-import workflow. The export includes a Default Tax Rate column and a Default Pricing Tier column, and both re-import cleanly.

Next steps

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