Documentation › Vendors

Vendors

Manage supplier profiles, costs, and payable activities.

What it does

Supplier directory with cost history and payable balances, mirroring what Customers does for the sales side. A vendor's own page is tabbed — Overview, Orders, Transactions, Balance & Aging, Offerings, and Documents.

Why it matters

Purchasing decisions and vendor relationships need the same visibility as sales does — who you owe, how much, and since when. Buying the same item from more than one vendor also needs a place to compare their costs and flag which one you actually prefer.

How to use it

  1. Open Vendors from the Purchasing section.
  2. Add a vendor profile, or open an existing one to see balance and bill history.
  3. Use the Offerings tab to record what each vendor sells you and at what cost, and Documents to attach files to their record.
  4. Filter by due date to plan upcoming payables.

Main buttons and actions

  • + Add Vendor
  • Edit vendor details
  • Add an offering
  • Attach a document
  • View balance & history
  • Filter by due date

Example workflow

  1. Add the vendor once.
  2. Every bill recorded against them builds their payable balance and history automatically.
  3. Add the items they sell you as offerings, with cost, so different vendors' prices for the same item are easy to compare.