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Companies

Companies

External companies are represented by the Company database model. Each company may be classified into the following categories:

Tip

A company may be allocated to multiple categories

Edit Company

To edit a company, click on the Edit Company icon in the actions menu. Edit the company information, and then click on Submit.

Permission Required

The edit button will not be available to users who do not have the required permissions to edit the company

Delete Company

To delete a company, click on the icon under the actions menu. Confirm the deletion using the checkbox then click on Submit

Permission Required

The edit button will not be available to users who do not have the required permissions to delete the company

Take Care

Deleting a company instance will also remove any orders or supplied parts associated with that company!

Contacts

Each company can have multiple assigned Contacts. A contact identifies an individual who is associated with the company, including information such as name, email address, phone number, etc.

The list of contacts associated with a particular company is available in the Contacts navigation tab:

Contact List Contact List

A contact can be assigned to orders, (such as purchase orders or sales orders).

Addresses

A company can have multiple registered addresses for use with all types of orders. An address is broken down to internationally recognised elements that are designed to allow for formatting an address according to user needs. Addresses are composed differently across the world, and Inventree reflects this by splitting addresses into components: - Line 1: Main street address - Line 2: Extra street address line - Postal Code: Also known as ZIP code, this is normally a number 3-5 digits in length - City: The city/region tied to the postal code - Province: The larger region the address is located in. Also known as State in the US - Country: Country the address is located in, written in CAPS

Here are a couple of examples of how the address structure differs by country, but these components can construct a correctly formatted address for any given country.

UK address format: Recipient Line 1 Line 2 City Postal Code Country

US Address Format: Recipient Line 1 Line 2 City State Postal Code Country

Addresses can be accessed by the Addresses navigation tab.

Primary Address

Each company can have exactly one (1) primary address. This address is the default shown on the company profile, and the one that is automatically suggested when creating an order. Marking a new address as primary will remove the mark from the old primary address.

Customers

A customer is an external client to whom parts or services are sold.

To access the customer page, click on the Sell navigation tab and click on Customers option in the dropdown list.

Warning

Viewing, adding, editing and deleting customers require the corresponding Sales Orders user permissions

Add Customer

Once the customer page is loaded, click on the New Customer button: the "Create new Customer" form opens. Fill-in the manufacturer information (Company name and Company description are required) then click on Submit

Manufacturers

A manufacturer is an external producer of parts and raw materials.

Info

Viewing, adding, editing and deleting manufacturers require the corresponding Purchase Orders user permissions

To access the list of manufacturers , click on the Buy navigation tab and click on Manufacturers option in the dropdown list.

Manufacturer List Manufacturer List

Add Manufacturer

Once the manufacturer page is loaded, click on the New Manufacturer button: the "Create new Manufacturer" form opens. Fill-in the manufacturer information (Company name and Company description are required) then click on Submit

Manufacturer vs Supplier

In the case the manufacturer sells directly to customers, you may want to enable the checkbox is supplier before submitting the form (you can also enable it later on). Purchase orders rely exclusively on supplier parts, therefore the manufacturer will need to be set as a supplier too.

Manufacturer Parts

Manufacturer parts are linked to a manufacturer and defined as manufacturable items.

Warning

Viewing, adding, editing and deleting manufacturer parts require the corresponding Purchase Orders user permissions

Add Manufacturer Part

To create a manufacturer part, you have the following options:

  • either navigate to a Part detail page then click on the Suppliers tab
  • or navigate to a Manufacturer detail page then click on the Manufactured Parts tab.

Whichever you pick, click on the New Manufacturer Part button to load the "Create New Manufacturer Part" form. Fill out the form with the manufacturer part information then click on Submit

Edit Manufacturer Part

To edit a manufacturer part, first access the manufacturer part detail page with one of the following options:

  • either navigate to a Part detail page, click on the Suppliers tab then, in the Part Manufacturers table, click on the MPN link
  • or navigate to a Manufacturer detail page, click on the Manufactured Parts tab then click on the MPN link.

After the manufacturer part details are loaded, click on the icon next to the manufacturer part image. Edit the manufacturer part information then click on Submit

Delete Manufacturer Part

To delete a manufacturer part, first access the manufacturer part detail page like in the Edit Manufacturer Part section.

After the manufacturer part details are loaded, click on the icon next to the manufacturer part image. Review the the information for the manufacturer part to be deleted, confirm the deletion using the checkbox then click on Submit

Suppliers

A supplier is an external vendor of parts and raw materials.

To access the supplier page, click on the Buy navigation tab and click on Suppliers option in the dropdown list.

Supplier List Supplier List

Info

Viewing, adding, editing and deleting suppliers require the corresponding Purchase Orders user permissions

Add Supplier

Once the supplier page is loaded, click on the New Supplier button: the "Create new Supplier" form opens. Fill-in the supplier information (Company name and Company description are required) then click on Submit

Supplier vs Manufacturer

In the case the supplier is a manufacturer who sells directly to customers, you may want to enable the checkbox is manufacturer before submitting the form (you can also enable it later on).

Supplier Parts

Supplier parts are linked to a supplier and defined as purchasable items.

Warning

Viewing, adding, editing and deleting supplier parts require the corresponding Purchase Orders user permissions

Add Supplier Part

To create a supplier part, you have the following options:

  1. navigate to a Part detail page then click on the Suppliers tab
  2. navigate to a Supplier detail page then click on the Supplied Parts tab
  3. navigate to a Manufacturer detail page then click on the Supplied Parts tab.

Whichever you pick, click on the New Supplier Part button to load the "Create new Supplier Part" form. Fill out the form with the supplier part information then click on Submit

Edit Supplier Part

To edit a supplier part, first access the supplier part detail page with one of the following options:

  1. navigate to a Part detail page, click on the Suppliers tab then, in the Part Suppliers table, click on the corresponding Supplier Part link
  2. navigate to a Supplier detail page, click on the Supplied Parts tab then click on the corresponding Supplier Part link
  3. navigate to a Manufacturer detail page, click on the Supplied Parts tab then click on the corresponding Supplier Part link.

After the supplier part details are loaded, click on the icon next to the supplier part image. Edit the supplier part information then click on Submit

Delete Supplier Part

To delete a supplier part, first access the supplier part detail page like in the Edit Supplier Part section.

After the supplier part details are loaded, click on the icon next to the supplier part image. Review the the information for the supplier part to be deleted, confirm the deletion using the checkbox then click on Submit

Supplier Part Availability

InvenTree supports tracking 'availability' information for supplier parts. While this information can be updated manually, it is more useful when used in conjunction with the InvenTree plugin system.

A custom can periodically request availability information (via a supplier API), and update this availability information for each supplier part.

If provided, availability information is displayed on the Supplier Part detail page.

Supplier part availability Supplier part availability

Availability information can be manually updated via the user interface:

Update availability Update availability

Last update: December 15, 2023