Suppliers

Supplier is also known as vendor.
A supplier is an entity that you pay to obtain resource supplies of goods and services to your organization/business.

• How to add supplier

• How to filter suppliers

• How to view supplier's profile

• How to edit supplier

• How to delete supplier

How to add supplier

1. Go to Supplier page

2. Click on to add supplier
   If you do not have any supplier yet, click on

3. Fill in the necessary fields marked (*). Some explanation of the fields are as such:

   Field	Description
   Supplier Name	Supplier name
   Supplier Number	A unique running number to identity supplier with prefix configured and auto-generated number at setting page, see Supplier Setting page
   Email	Supplier's email address, which will receive invoice and payment receipt for further action

4. Click on

How to filter suppliers

1. Click on

2. Fill up the filter(s) you need:

   {info} Changes will automatically applied

   

   Field	Type	Description
   Supplier Name	Text	Name of supplier
   Contact Name	Text	Contact name of supplier
   Phone	Number	Phone number of supplier

Methods to reset filter

1. Click Clear All at filter fields area.
2. Remove the value you have inserted, it will recognized it as no filter input.

Supplier Profile

To view supplier profile, at Supplier page , click on or the name of supplier, e.g.

Details showed are as below:

Explanations are as such:

Field	Description
Basic Info	Basic information of suppliers
Total Outstanding	Total due amount for this supplier
Open expenses	Quantity of expenses that is pending New expense can be created by clicking or go to Expense

How to edit supplier

Method 1: via. Supplier's view

1. At Supplier page , click on
2. Edit the fields to make desired changes. Refer to Required fields in Supplier
3. Click to update the changes made.
   
   

Method 2: via. Supplier's table

1. At Supplier page , click on
2. Click on
3. Edit the fields to make desired changes. Refer to Required fields in Supplier
4. Click to update the changes made.

How to delete supplier

1. At Supplier page , click on
2. Click Ok to confirm the delete action.

   {warning} The deleted supplier is not able to be recovered