Suppliers

A supplier is a company you buy from. Each one holds its own contact and tax details, what you owe it, and every order you have placed with it.

Inventory → Supplier(s) on the main menu opens the list.

The supplier list: each entry with a name, address, city and an Active badge

Inventory → Supplier(s)

Each entry shows the supplier’s name, address and city, with an Active badge. Table View redraws the list as a table, Add Supplier creates one, and the search icon finds an existing one. Clicking a supplier opens it alongside.

The supplier page

The supplier page: Supplier's Basic Info and Billing Summary across the top, Supplier's Details below, and a Contact section

Supplier page → Overview

Supplier’s Basic Info carries the company name, address, email and mobile number, with the supplier’s status beside them. Supplier’s Details underneath holds the GST/VAT Number, the TIN No and your Notes — what they supply, how reliable they are, anything worth knowing before you order again. Contact expands to the people you deal with there.

Billing Summary, on the right, is the money view of the relationship:

Total Amount — what you have ordered from them.
Total Paid — what you have paid.
Due Amount — what is still outstanding.

Edit Supplier reopens the supplier’s form; the bin deletes them.

The Purchase Order tab

The Purchase Order tab on a supplier, listing their orders with reference, status, total, order date and received date

Supplier page → Purchase Order

The second tab is everything you have raised with this supplier — Order Reference, Supplier Name, PO Status, Total Amount, Order Date and Received Date, with the reference itself a link through to the order. Warranty claims raised against the supplier appear in the same list, under their WC reference.

Search by Supplier Name, Po Number narrows it, Show Filtering Options opens the filters, and the column dropdown chooses which columns are drawn.

Adding a supplier

Add Supplier opens the form. You can also reach it from the purchase order form, through Add new supplier, when you find yourself ordering from someone who is not on the list yet.

The Add Supplier form: name and company, contact details, tax numbers, communication and supplier type on the left, address and notes on the right

Inventory → Supplier(s) → Add Supplier

Field	What it is
Supplier Name	Who you deal with. Required, and what you will search by.
Company Name	The trading name, when it differs from the above.
Address, Country, State, City, ZIP	Where they are. Address, country and state are required.
Email and Mobile No	How the purchase orders reach them.
GST/VAT Number and TIN No	Their tax registration numbers, for the paperwork.
Communication Type	How you normally contact them.
Supplier Type	The category they fall into, with Add supplier Type for a new one.
Notes	Anything worth remembering — what they are good for, lead times, emergency cover.

Save adds them, and they are available on the next purchase order straight away.