Supplier Detailed View

Overview

• Name: The full legal entity name of the supplier used for official procurement documents and tax filings.
• Short Name: A simplified trade name or alias used for quick searching and internal reference within the system.
• Mailing Address: The specific address used for sending physical correspondence or documentation.
• Physical Address: The actual location of the supplier's office or warehouse facility.
• GST No: Specifically for India, the Goods and Services Tax Identification Number used for tax credit and compliance.
• Website: The official URL of the supplier for quick access to their product catalogs or company information.
• Country: The nation where the supplier is legally based.
• State: The specific state or province of the supplier's primary operations.
• City: The specific city relevant for logistics planning and regional reporting.
• Post/Zip Code: The postal code for accurate shipping routes and tax jurisdiction.
• Currency: The default currency (e.g., INR) in which all purchase orders and payments for this supplier are transacted.
• Our Customer No: The unique identification number assigned to your company by the supplier in their own records.
• Credit Limit: The maximum outstanding balance permitted by the supplier before further procurement is restricted.
• Payment Terms: The agreed-upon schedule for settling invoices (e.g., Due 15th of the following month).
• Tax Included: Indicates whether the quoted prices from this supplier typically include tax by default.
• Tax Group: The specific tax regime (e.g., GST) applied to transactions involving this supplier.

Bank Details

• Bank Name/Account: A combined reference usually containing the bank identifier or internal account code.
• Bank Name: The full name of the financial institution where the supplier holds their account.
• Account Name: The legal name of the account holder as registered with the bank.
• IFSC: Specifically for India, the Indian Financial System Code used for NEFT and RTGS transfers.
• Swift Code: The international code used for identifying the bank during cross-border wire transfers.
• Pan No: Specifically for India, the Permanent Account Number used for TDS and financial reporting.

Details

• Accounts Payable Account: The specific General Ledger (GL) liability account where the debt to this supplier is recorded.
• Purchase Discount Account: The ledger used to track discounts received from this supplier.
• Branch: The internal company branch responsible for managing this supplier relationship.
• Department: The specific internal department assigned to this supplier for cost-center tracking.

Notes

• General Notes: A free-text area for internal comments, such as the history of the supplier or specific instructions.

Administrative Actions

• Edit: Opens the configuration form to modify any of the fields described above.
• Portal: Grants access to the supplier portal for collaborative document sharing and status tracking.

Custom Values (User-Defined Fields)