Supplier Detailed View
The Supplier View is the complete profile for one vendor — procurement terms, banking details, financial mappings and custom classifications in a single layout. It is what you check before raising a purchase order or releasing a payment.
Where to find it
Open any supplier from the Supplier List.
Administrative Actions
| Action | What it does |
|---|---|
| Edit | Update the supplier's master data. |
| Portal | Manage external communication and supplier-side interaction. |
Overview
Identity and trading terms — name, reference, currency, payment terms, tax registration and credit limit. The settings that populate every purchase document raised against them.
Bank Details
Bank name, account number and identifying codes, used when paying and printed on remittance advice.
Details
Address, contact information and the operational defaults for this supplier — expected delivery location and shipping arrangements.
Notes
Free notes about the relationship — negotiated terms, service issues, anything the next person dealing with them should know.
Custom Values (User-Defined Fields)
Any custom fields defined for suppliers, with their values for this vendor.
The tabs alongside
| Tab | Shows |
|---|---|
| Contacts | People at the supplier. |
| Transactions | Bills, payments and credits, with ageing. |
| Purchase Orders | What is on order and what has arrived. |
| Tasks | Follow-ups against this vendor. |
| Files | Contracts, certificates and catalogues. |
Related pages
- New Supplier — create or edit a record
- Supplier List — find suppliers
- Purchase Order — buying from them
- Supplier Payment — paying them