Purchases & suppliers
Maintain supplier records
Keep a supplier's contacts, purchases, returns and balance together.
WHERE TO FIND IT
Purchasing → Suppliers
Step by step
Search existing suppliers before creating another record.
Choose Add supplier and enter the business name and confirmed contact details.
Save and select this supplier when recording a delivery or payment.
Open their purchases, payments, returns or statement tabs to check the account.
Statements and supplier imports
- Use each supplier’s tabs for purchases, payments, returns and the running statement. Compare outstanding invoices with your supplier’s statement before paying.
- Download the supplier template, map names, contacts and supported fields, then review duplicates before import. Export the list when checking contact details or reconciling accounts.
Payment terms and supplier tabs
- Set the supplier’s agreed payment terms so purchase due dates can be proposed correctly. Verify the due date on each invoice before saving.
- The supplier profile brings together purchases, returns, payments and statements. Individual tabs have bookmarkable URLs and show only records the current user is permitted to access.
Tools and options
- Supplier profiles
- Keep supplier contacts and business details together.
- Supplier activity & statements
- Review purchases, returns, payments and the running balance.
- Supplier import & export
- Match spreadsheet columns and import or export supplier records.
- Supplier codes & tax details
- Keep automatic supplier codes and tax registration details.
