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Supplier detail page reference

Open any supplier from Contacts → Suppliers to reach its detail page. This page maps every tab and header control.

The header shows the supplier's name, a type chip (Product Supplier or Service Provider), the Active status, and the company name, plus a pager to step through the suppliers from your last list view.

ControlWhat it does
Record PaymentOpens the payment dialog for this supplier's open documents.
New POStarts a purchase order pre-filled with this supplier.
Edit (shortcut E)Switches the Settings tab into edit mode.
MoreRequest Invoices (chase outstanding POs awaiting an invoice), Export Statement, Merge into…, Archive, and Delete supplier (blocked if the supplier has purchase orders, landed costs, or other usage).

Overview

The landing tab. Payables tiles — Balance Owed (with net payable), Overdue, Due ≤ 7 Days, Unapplied Credits, Available Deposits, and Open PO Commitment (total exposure) — above a Due Soon list, a Supplier Info card (contact details, payment term, lead time, 12-month PO volume, last payment) with an Edit in Settings shortcut, and Open Purchase Orders.

Payables

Five sub-tabs: Invoices & Bills (status filters, 3-way match state, Pay per row), Payments, Credits, Deposits, and Statement (open items, net payable, Export). Full guide: Track a supplier's payables.

Purchase Orders

Every PO for this supplier with Open / All chips, saved views, and Receipt / Invoice / Date filters. Columns: ID, PO #, order date, destination, type (Standard / Dropship), quantity, total, status, receipt state, invoice state. New PO creates one in place.

Performance

Three sub-tabs — Analytics, Profitability, and Marketplace Inbound — over a selectable period (YoY / QoQ / MoM / Custom). Analytics shows purchase and sales volume, units purchased and sold, profit and margin tiles versus the prior period, the Supplier Scorecard (rated out of 5 once enough purchase orders exist in the period), a trend chart (spend, sales, units, profit, margin), Hottest / Coolest Products, a Product Growth Heatmap, and a cost-trend list of the supplier's products.

Products

Supplier inventory on both sides: the supplier's own stock and yours. Full guide: Track supplier inventory.

Settings

Seven sections: Profile & Contacts, Addresses, Purchasing Defaults, Payment & Banking, PO Automation, Invoice Reminders, and Warehouses. Full guide: Create & edit a supplier.

Activity

The supplier's full audit trail — every create, update, and system event with date, user, source, subject, and a field-level change log. Filter by Event or Source.

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