Vendors

Vendors are your supplier records. Every purchase order and vendor bill links to a vendor record, so your spending history, payment terms, and contact details are always in one place.

Creating a Vendor

Navigate to Procurement > Vendors > New Vendor.

Required:

• Vendor name
• Currency

Optional:

• Company registration number
• VAT number
• Payment terms (Net 30, Net 60, etc.)
• Bank details (IBAN/account number, BIC/SWIFT)
• Primary contact name, email, and phone
• Address

Vendor Properties

Vendor Detail Page

Each vendor record is organized into sections:

• Profile header — Name, code, status, and primary contact
• Contact information — Email, phone, address, and website
• Bank details — IBAN, BIC/SWIFT, and account holder name
• Payment terms — Default terms and any negotiated exceptions
• Purchase history — All POs and bills linked to this vendor with total spend
• Performance scorecard — Delivery reliability and payment metrics
• Documents — Attachments such as contracts, certificates, and signed agreements

Vendor Performance Scorecard

The scorecard aggregates data from two sources:

• Stock receipts — On-time delivery rate and quality issues logged on receipts
• Finance — Average days to pay (actual vs. agreed payment terms)

The scorecard is displayed on the vendor record and as a column in the Vendors list, making it easy to compare suppliers.

Merging Duplicate Vendors

If duplicate vendor records exist:

1. Open one of the duplicates
2. Click Actions > Merge
3. Select the target (surviving) record
4. Confirm — all POs and bills re-point to the surviving record

The audit trail for every PO and bill is preserved after the merge.