Vendor Management

Tab: Info

Info

The Info tab is the primary view of a vendor record. It shows the vendor's core details at the top and a table of all associated locations and contacts in the lower half.

Vendor Fields

Field	Description
Vendor Name	The vendor's company name (required).
Payment Terms	Default payment terms for bills from this vendor (e.g. Net 30).
Notes	Free-form internal notes about the vendor.

Vendor Locations / Contacts Table

The lower half lists every location and contact on file for this vendor. These are used as the Remit-To address on purchase orders and bills.

Column	Description
Location Name	A label for the location (e.g. "Accounts Payable", "Main Office").
Email	Contact email for ordering or remittance.
Phone	Contact phone number.
Address	Full street/city/state/zip for this location.

Adding a Location

1. Click Add Location in the Vendor Locations/Contacts table title bar.
2. Fill in the location name, email, phone, and address.
3. Save the vendor record.

Tab: Parts

Parts

The Parts tab lists all parts that can be sourced from this vendor. Each row is a vendor-part record that stores the vendor's own part number, lead time, and cost for a given item in your parts catalog.

Vendor Part Columns

Column	Description
Part Number	Your internal part number from the parts catalog.
Vendor Part Number	The part number the vendor uses for this item.
Description	Part description.
Lead Time (days)	Typical number of days from order to receipt for this vendor.
Unit Cost	Vendor's price per unit.
U/M	Unit of measure (each, lb, ft, etc.).
Currency	Currency of the vendor's price.

Adding a Vendor Part

1. Click Add Vendor Part in the table title bar.
2. Search for and select the internal part.
3. Enter the vendor's part number, lead time, and cost.
4. Save the record.

Tab: POs

POs

The POs tab lists every purchase order that has been placed with this vendor. Use it to review open orders, check delivery status, or access a specific PO without navigating away from the vendor record.

Purchase Order List Columns

Column	Description
PO #	Unique purchase order number.
PO Date	Date the PO was created.
Required Date	Date by which the goods are needed.
Status	Current PO status (Open, Partially Received, Received, Closed).
Total	Total value of the purchase order.

Opening a PO

Double-click any row to open that purchase order in a new editor tab. See the Purchase Orders guide for full details on the PO editor.

Creating a New PO

Click New PO in the table title bar. A new Purchase Order editor opens pre-filled with this vendor.

Tab: Receivers

Receivers

The Receivers tab lists all receiving records associated with this vendor — one row per receipt, regardless of which PO triggered it. Use this tab to review what has been received from the vendor over time.

Receiver List Columns

Column	Description
Receiver #	Unique identifier for the receiving record.
Receipt Date	Date the goods arrived at your facility.
PO #	The purchase order this receipt applies to.
Status	Receiver status (Open, Posted, etc.).
Total Received	Total value of goods received on this record.

Opening a Receiver

Double-click any row to open the receiver detail in a new tab. See the Receiving guide for instructions on processing receipts.

Tab: Bills

Bills

The Bills tab lists all vendor bills (accounts payable invoices) received from this vendor. Bills are typically created from a receiver once goods have been accepted and the vendor's invoice is received.

Bill List Columns

Column	Description
Bill #	Unique bill identifier (often matches the vendor's invoice number).
Bill Date	Date of the vendor's invoice.
Due Date	Payment due date based on the vendor's payment terms.
Amount	Total amount of the bill.
Balance Due	Outstanding unpaid amount.
Status	Payment status (Open, Paid, Overdue, etc.).

Opening a Bill

Double-click any row to open the vendor bill editor. From there you can apply payments or print the bill for your records. See the Vendor Bills guide for full details.