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Amman, Jordan[email protected]+962 795 900 124
العربيةClient login
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Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

Purchase: from request to paid

Add a vendor

Vendors are the companies you buy from. A company can be a vendor and a customer at once: it is one record either way.

Where

Purchase › Catalog & Vendors › Vendors

Who

Anyone allowed to manage vendors.
1
Press + New vendor.
2
Type the Company (the only box you must fill). The Vendor code is issued on save. Add the Vendor category, VAT number, Phone, Address, Default currency and Bank detail. Further down: Billing address, Shipping address, Return terms (with Payment terms) and the Opening balance: what you already owed this vendor when you started. Leave it blank if you do not know.
3
Press Save.
The New vendor form

The list shows Vendor code, Company, Primary contact, Phone, Vendor category, Roles and Active. Search a name, a code or a VAT number, or narrow by category and by active or inactive. Above the list: Export CSV, Import and Check for near-duplicates. At the end of a row: View, Edit, Remove.

The vendors list

The vendor’s page

Press a vendor’s name: its page slides in over the list. It has no tabs of its own; it reads top to bottom:

PartWhat it holds
DetailsVendor category, VAT number, Phone, Website, Address, Payment terms.
The statementEvery purchase invoice, payment, deposit and debit note with this vendor in date order: Billed, Paid or credited and the Balance after each. PDF ▾ and Export give it to you as a file.
Account managersWho in your company looks after this vendor: Set the account managers.
People at this companyThe vendor’s own people: + Add contact. A person can be let into the vendor portal: Send an invite or Set a temporary password.
Documents with this vendorA row of small tabs: Requests shared, Quotations, Purchase orders, Purchase invoices, Debit notes, Contracts, Expenses, each with its count.
Files, Notes, Activity+ Upload file, + Add note, + Log activity.

At the top of the page: Print sheet and Log in as vendor, which shows you the vendor portal as this vendor sees it.

Flowrica on this screen

From her button in the top bar Flowrica offers to make a document with you, one question at a time: Raise a purchase order, Raise a purchase request or Record a quotation. Nothing is saved until you press the form’s own button. You can also ask her about the screen, for example “What is waiting for approval?”.

Next: Ask to buy