Vendor list
The Vendors page lists every vendor the supplier has added, with what has been bought from each and what is still owed.
Who uses it
Supplier staff with read access to Vendors. Only the signed-in supplier's own vendors appear.
How it works
Open Vendors in the side menu. The page has a search box and the vendor table.
Search. The box reads "Search vendors by name, code or area". Matches show as you type, each with the vendor's name and its Ref ID · city. Picking one opens that vendor. The table below also narrows to the search text, matching a vendor's name, email, phone number or Ref ID. With no match the box says No vendor matches "…" and suggests a shorter word or the vendor code.
Table. Rows load as you scroll.
| Column | Shows |
|---|---|
| Name | Vendor name, Ref ID if set, phone and email. Click to open the vendor |
| Location | Street address, then city, state and zip |
| Last Purchase Date | Date of the most recent purchase order to the vendor, MM/DD/YYYY. Blank if none |
| Purchases | Total of delivered purchase orders, in green |
| Outstanding Balance | Delivered total not yet paid, in red |
Click a column heading to sort. The list opens sorted by Last Purchase Date, newest first. Vendors with no purchases sort last on Last Purchase Date, Purchases and Outstanding Balance.
Where it shows up
The Vendors page only.
Permissions
Read access to Vendors to see the list. Add New Vendor needs full access and is disabled without it.
Known limitations
- Last Purchase Date counts any purchase order, in any status, while Purchases and Outstanding Balance count delivered ones only.
FAQ
A vendor I just added has no dates or amounts. Those fill in after the first purchase order. A new vendor shows blanks and $0.00.
Search finds nothing for a vendor I know exists. Search matches the name, email, phone and Ref ID, not the street address. Try a shorter word.