Suppliers
Overview
The Suppliers page allows you to manage the businesses and individuals that provide products and services to your organization. This includes tracking their contact details, addresses, and banking information for billing purposes. Suppliers can be either organizations or individuals, and this distinction allows for different levels of detail and functionality.
Who uses this page?
- Accountants
- Bookkeepers
- Finance staff
When to use this page?
- When adding a new supplier
- When editing an existing supplier's details
- When viewing a supplier's transaction history
Navigation path
To access the Suppliers page, navigate to: Inventory > Suppliers
Field descriptions
The following fields are available on the Suppliers page:
| Field Name | Purpose | Expected Values | Defaults |
|---|---|---|---|
| Supplier Name | The identity of the supplier | Text (max 255 characters) | Required |
| Supplier Type | Type of supplier (organization or individual) | Organization or Individual | Required |
| Phone 1 | Primary phone number | Text (max 255 characters) | Optional |
| Phone 2 | Alternate phone number | Text (max 255 characters) | Optional |
| Tax ID | Tax identification number | Text (max 255 characters) | Optional |
| Email address | Text (max 255 characters) | Optional | |
| Website | Supplier's website URL | Text (max 255 characters) | Optional |
| Business Address | Physical address of the supplier | Text | Optional |
| Photo/Logo | Image of the supplier (individual) or logo (organization) | Image file | Optional |
| Billing Address | Address for billing purposes | Text | Optional |
| Banking Details | Banking information for billing purposes | Text | Optional |
| Billing Currency | Currency for billing purposes | List of active currencies | Required |
| Allow Credit | Whether to allow credit for this supplier | Yes/No | No (default) |
| Other Details | Additional notes about the supplier | Text | Optional |
Actions & buttons
The following actions are available on the Suppliers page:
- Save: Saves the supplier's details
- Delete: Deletes the supplier (if no transactions are associated with them)
- View Transactions: Displays a list of transactions associated with the supplier
- View Purchase Orders: Displays a list of purchase orders associated with the supplier
- View Purchase Receipts: Displays a list of purchase receipts associated with the supplier *