Suppliers
Suppliers holds the master data the procurement cycle depends on. Every purchase order, goods receipt, bill and payment references a supplier, and the terms, tax registration and account mappings kept here decide how each of those documents behaves.
The supplier record
| Section | Carries |
|---|---|
| Basic details | Name, reference, tax registration and trading currency. |
| Bank details | Where payments are sent. |
| Purchasing and credit | Payment terms, credit limit, tax group, whether prices include tax. |
| Accounts | Payable and discount account overrides, plus TDS settings. |
Suppliers have no equivalent of a customer branch. Where a customer's tax treatment lives on the branch, a supplier's lives on the record itself — so one supplier trading from two states needs two records.
Where to look
- Supplier List — every vendor with balance and terms
- Supplier View — one vendor with all its tabs
- Transactions — bills, payments and ageing
- Purchase Orders — what is on order and what has arrived
Tracking the relationship
| Tab | Purpose |
|---|---|
| Contacts | Who to reach, and about what. |
| Tasks | Follow-ups you owe the relationship. |
| Files | Contracts, certificates and catalogues. |
Where to go next
- Purchases — orders, receipts, bills and payments
- Supplier Payment — paying them, including TDS
- Suppliers Import — creating records in bulk
- Customers — the selling-side equivalent
In this section · 8 articles
New Supplier Form
A Supplier record is the master data the procurement cycle runs on. Without one...
Supplier
The Supplier List is the central hub for your procurement relationships. Every registered vendor...
Supplier Detailed View
The Supplier View is the complete profile for one vendor — procurement terms, banking...
Supplier Contacts
The Contacts tab is the directory of individuals at a supplier. It exists so...
Supplier Tasks list
The Tasks tab tracks follow-ups against one supplier. Every vendor works differently, and this...
Supplier Files and Attachments
The Files tab is a digital repository for one supplier — compliance certificates, signed...
Purchase Transactions
The Transactions tab is the financial history for one supplier — bills, payments and...
Purchase Orders
The Purchase Orders tab tracks every procurement request issued to one supplier. It follows...