Supplier
The Supplier List serves as a central hub for managing all your procurement relationships. It provides a comprehensive view of every registered vendor, allowing users to quickly search, filter, and modify account details. The list is designed for high-speed navigation, ensuring that even with a large database, you can locate specific supplier data instantly.
Search and Add New
Located at the top of the list, these tools help you narrow down your view and Add New Supplier:
- Search Bar: Instantly find a supplier by typing their Name, Short Name, Reference ID, or Tax ID.
- + New Supplier: Click this + New Supplier button to open the form and add a new supplier to the system.
List Columns and Details
Each row in the table represents a unique supplier and displays the following key information:
- Reference: The unique internal alphanumeric code assigned to the supplier account for tracking (e.g., 001/2026).
- Supplier Name: The primary legal name of the vendor used for official documentation.
- Supplier Short Name: The condensed version or trade name used for quick identification within the ERP dropdowns.
- GST No / Tax ID: Displays the registered tax identification number, which is critical for verifying tax compliance and filing returns.
- Phone Number: The primary contact number saved for procurement follow-ups and delivery coordination.
- E-mail: The saved administrative email address used for sending Purchase Orders and payment advice.
- Show also Inactive: Check this box to include suppliers who have been disabled or are no longer active in your current view.
- Inactive Toggle: A status switch (represented by the green/red icon) that allows you to quickly enable or disable a supplier account without deleting their history.
Available Actions
On the right side of each supplier row, you can perform the following tasks:
- Edit: Opens the supplier's full setup page to modify bank details, tax configurations, or contact information.
- Delete: Removes the supplier record from the system. Note: The system may prevent deletion if the supplier has existing transaction history to maintain audit integrity.
- Import / Export: Found at the top right, these allow you to bulk-upload supplier data from an Excel/CSV file or download your entire list for external reporting.