Suppliers

A supplier (vendor) is anyone you buy from. Each supplier has a balance (what you owe them), a currency and a history of bills, payments and returns.

Go to Purchases › Suppliers.

Adding a supplier

Click Add and fill in the same kind of details as for a customer:

• Name (required, unique among suppliers), Company Name, Work Phone, Phone, Email
• Category (from Purchases › Suppliers Category), Opening Balance Project (the project the opening balance is posted to)
• Address, Country, City
• Currency: the currency the supplier bills you in. It can't change once documents use the supplier.
• Opening Balance with Cr Or Dr: what you owed the supplier on your start date. Cr (we owe the supplier) is the normal case and the default; use Dr if the supplier owes you (an advance you paid).

Clone creates a new supplier with the same details. The number of suppliers is limited by your plan.

To add many suppliers at once, use Import suppliers.

Paying the opening balance

The opening balance is paid like a bill: in Payments Made the supplier's Opening Balance appears as a row you can pay. Once part is paid, the opening balance can't be lowered below that amount.

The supplier balance

What you owe a supplier includes:

• approved purchase bills, less debit notes;
• expense bills posted to Accounts Payable (expenses paid in cash right away are not included);
• asset bills;
• the opening balance;
• less every payment made, expense payment and asset payment.

The supplier page

Click a supplier's name to see their details and all their bills, payments and debit notes. Statement opens the supplier statement.

Default supplier

Settings › Organization › Default Supplier is filled in on new purchase documents.

Inactive and deleting

Set a supplier to In Active to hide them from new documents. A supplier used on any document, or the company's default supplier, can't be deleted.