A supplier is a company you buy hardware or software from. Recording your suppliers here makes each one selectable wherever SysAid asks where something came from, so an asset, a software product, or a configuration item can be traced back to whoever supplied it, together with the contact details you need when you follow something up.
How it works
Go to Asset Manager > Asset Management > Supplier List to open the list.
A supplier record is a reference entry rather than something you work on day to day. Its value comes from being attached elsewhere. Once a supplier exists here, it becomes available in the Supplier field on:
An asset, on its Maintenance tab, recording who you acquired the asset from. To learn more, see Viewing and Editing an Asset.
A software product, recording who you acquired the product from. To learn more, see New Software Product.
A configuration item, recording who you acquired the CI from. To learn more, see Managing Configuration Items.
Linking works in both directions. If you add a software product to the Linked Items table on a supplier, that supplier appears in the Linked Items table on the software product, so you can build the relationship from whichever end you happen to be working at.
Record suppliers as you buy, rather than when you first need one. Adding a supplier at purchase time takes a minute. Reconstructing who supplied a failed server two years later takes considerably longer.
Access and permissions
Working with suppliers requires the SysAid Administrator permission, which grants full access to SysAid including user management and customization. To learn more, see Managing Agent and Admin Permissions.
Suppliers, vendors, and contracts
Three SysAid features record who you deal with commercially, and they answer different questions.
Feature | What it records | Where to find it |
|---|---|---|
Supplier List | Who you bought an item from. A reference record you attach to assets, software products, and CIs. | This page |
Vendor Management | Who manufactured an item. SysAid uses vendor records to match discovered assets to their manufacturer automatically. | |
License Manager | The software contracts themselves: their terms, renewal dates, costs, and the vendor behind each one. |
For a software purchase, the Supplier List and License Manager work together rather than competing. The supplier on a software product records who supplied it. The contract in License Manager records what you agreed to pay and when it comes up for renewal.
Creating and editing suppliers
Click the create icon to add a supplier, or click the row of an existing supplier to edit it. Both open the supplier form, where the General Details tab holds the supplier's own details, the History tab lists every change made to the record, and the Related Items tab holds the linked items described above.
To learn more, see Edit/Add New Supplier.
Acting on several suppliers at once
Select one or more suppliers using the checkboxes at the left end of each row to reveal the actions for the list.
Delete removes the selected suppliers.
Export Selected to PDF exports them to a PDF, which you can then print.
Export Selected to Excel exports them to a CSV, which you can print or use for further calculations.
Both export options sit behind the 3-dot menu.
Searching, sorting, filtering, and paging behave here as they do on every other list in SysAid. For fuller instructions, see Using SysAid Lists.
Next steps
Add your suppliers. See Edit/Add New Supplier.
Attach a supplier to the assets you bought from them, on the asset's Maintenance tab. See Viewing and Editing an Asset. For the other purchase details an asset record holds, such as cost, purchase date, and warranty expiration, see Asset Field Reference.