Suppliers & Vendors
Manage supplier accounts, purchasing currencies, vendor payment terms, contacts, and lead times.
Routes:
/suppliers /suppliers/:id Suppliers & Vendors
The Suppliers module manages vendor master records, payment terms, purchasing currencies, and vendor lead times.
Supplier Management Rules
1. Unified Vendor Profiles
Suppliers share the same underlying Actor model as customers, enabling companies that both buy and sell with you to maintain synchronized contact details and addresses.
2. Multi-Currency Purchasing
Each supplier has an assigned purchasing currency (e.g. USD, EUR, JPY). When raising a purchase order, current FX rates convert costs to base currency (EUR) for accurate inventory valuation.
Step-by-Step Workflows
1. Adding a New Supplier
- Go to Purchasing → Suppliers (
/suppliers). - Click New Supplier.
- Enter the Company Name, Supplier Group, and Currency.
- Set the Payment Terms (e.g. Net 30) and Default Lead Time.
- Add the primary Billing Address and supplier contact email.
- Click Save Supplier.
Field Reference
| Field | Description |
|---|---|
| Supplier Name | Legal business name. |
| Supplier Group | Vendor category for reporting and expense accounts. |
| Purchasing Currency | Currency for PO line costs. |
| Payment Terms | Agreed settlement timeline. |
Field Reference & Data Dictionary
Key database fields, input parameters, and definitions associated with this workflow screen:
| Field / Parameter | Display Name | Description & Rules |
|---|---|---|
| name | Supplier Name | Legal trade name of the vendor or supplier company. |
| supplier_group_id | Supplier Group | Categorizes vendors for spend analysis and default accounting codes. |
| currency_code | Purchasing Currency | Operating currency used on purchase orders and supplier invoices. |
| trading_terms_id | Payment Terms | Standard vendor settlement window (e.g. Net 30, Net 60, EOM). |