Find a supplier

Open Suppliers and use the search box or the filters at the top of the page.

If you arrive from a chart on Analytics → Compliance, the matching filter is already on and outlined in green. Open Filters if the bar is closed.

Filters follow the columns in View. Hide a column or a whole group and its filters disappear; hide every column and the filter bar is empty.

Search

Search by short code or by the farmer’s name.

Prefer the short code. Names are spelled inconsistently, shared between relatives, and recorded differently by different field officers - the short code is the one thing guaranteed to be unique.

Filters

The filters at the top match the columns on the table. Open View (top right) to show or hide columns and groups — hiding a column or a whole group also hides its filters. If you hide every column, the filter bar is empty.

Four filters narrow the list by what evidence a farm already carries:

Satellite images
Notes
Documents
Evidence

The same four filters are available on the Plots tab, which is often the more useful place to use them - “plots with no satellite images” is a work queue.

Using filters as a work queue

This is what the filters are actually for. Before a buyer audit, the questions you need answered are:

Which suppliers have no documents? Those are gaps in your file.
Which plots have no satellite images? Those are unfinished compliance work.

Filter to those, and you have your list.

Opening a record

Click any result to open the full supplier record - its plots, collections, surveys, payments and history, each on its own tab.

If you opened the supplier from a parent organisation, the child organisation’s short tag and colour appear at the top of the record.

Print a supplier report

On the supplier page, click Show Report (the document icon at the top). Choose which sections to include, then Print to save a PDF.

The report fits in the window without a sideways scrollbar. The PDF has space at the top and bottom of each page. The map shows this supplier’s plots only - it does not label overlapping plots from other suppliers.

Parent organisations

If the organisation you are signed into is a parent of other organisations, Suppliers (list, plots, and View Map) and Analytics → Compliance show an Organisations picker. Tick the child organisations you want to include. Tick boxes stay checked when you move between the list and the map, leave the page, or refresh.

On View Map, supplier points use each child organisation’s colour — the same colours as the short tags — rather than the usual colours that mean fewer or more suppliers.