Supplier
The Supplier List is the central hub for your procurement relationships. Every registered vendor appears here with their key account details, so you can search, filter and reach any record quickly however large the database.
Where to find it
Go to Supplier > Supplier.
Search and Add New
The search bar finds a supplier instantly by name, short name or reference. + Add New Supplier opens the New Supplier form.
List Columns and Details
| Column | Description |
|---|---|
| Supplier Reference | The unique code. Click it to open the Supplier View. |
| Supplier Name | The legal name. |
| Short Name | The abbreviation used in dropdowns. |
| Phone / Email | Primary contact details. |
| Currency | The currency you trade with them in. |
| Balance | What you currently owe them. |
Available Actions
| Action | What it does |
|---|---|
| View | Open the full record with contacts, transactions, orders and files. |
| Edit | Change master data. |
| Inactive toggle | Retire a supplier without losing their history. |
A supplier with transactions cannot be deleted. Set them inactive instead — they disappear from dropdowns while past purchases and payments stay intact.
Related pages
- New Supplier — create a record
- Supplier View — the full record
- Purchase Invoices — what you owe
- Customers List — the selling-side equivalent