Guide · 245 answers

How YourCA works, step by step.

Where is my supplier list kept?

  1. Open Company admin, press Who you work with, then Suppliers.
  2. It is the same register as the one on the Procurement band, with the same search, the same import and the same add.
  3. If you edit a company in one place, it changes in both, because one directory is behind them. It is not a copy that you must keep the same.
  4. Import a list takes a spreadsheet of contacts in one step. If you import again, it merges and does not make duplicates. So you can safely run a corrected export again.
  5. Builders are not on this list. A firm that pays you is a client. Clients, in the next section, shows that view of the same record.
Worth knowing

When you take a company out from either screen, YourCA archives it and does not delete it. Every order and every chase already sent points at that row. That record shows who was asked for what, and when.