Vendor page
One vendor on one screen: who they are, what the supplier owes them, and every purchase order made to them.
Who uses it
Supplier staff with read access to Vendors. The orders section needs read access to purchase orders as well.
How it works
Open a vendor from the list, from a purchase order's vendor name, or from a stock movement in a product's history. If the vendor can't be found for this supplier, the page sends you back.
Contact card. The vendor's name, Ref ID (if set), address, email and phone, with call and chat shortcuts for the phone number. Below it, Terms shows the vendor's payment terms: a dropdown for people with full access, plain text for everyone else.
Payments card. Purchases, Invoices Paid and Outstanding Balance, explained in Vendor balances. The refresh button reloads them. View History opens the supplier's payment history for the vendor (purchase orders access required).
All Orders Made to [vendor] lists the purchase orders for this vendor, as in PO invoices. Filter by status, or press Show All Orders to clear the filter. Each row has View, which opens the purchase order, and PO Invoice, which opens its invoice. The refresh button reloads the list.
Where it shows up
The vendor page. The vendor's name and address on a purchase order link here, unless the person can't open Vendors, in which case the name shows as plain text.
Permissions
| Action | Needs |
|---|---|
| Open the page | Vendors: read or full access |
| Change Terms | Vendors: full access |
| See the orders and View History | Purchase orders: read or full |
Known limitations
- Only Terms can be edited here. Name, address, contact and Ref ID are fixed once the vendor is added.
FAQ
The page shows no orders section. You need read access to purchase orders. Ask an Admin.
A number on the Payments card doesn't match the list. Refresh the card. Both use the same rule; see Vendor balances.