Suppliers

Where

Organization → Suppliers

Plan

All plans

Permission

Organization → Supplier

A supplier is a contact with the supplier box ticked — the same record type as a customer, so someone you both buy from and sell to is a single contact, not two.

How to add a supplier

1. Go to Organization → Suppliers.
2. Click New.
3. Fill in the name, and whatever contact details you have — email, phone, contact person, address.
4. Add their Tax ID if you need it on paperwork.
5. Set a Default currency if they invoice you in something other than your own. Leave blank to use yours.
6. In the supplier section, set:
   • Payment terms days — how long you have to pay
   • Credit limit
   • Default lead time days
7. Save.

Suppliers work offline. One added without a connection syncs later.

Only one of those three supplier fields actually does anything

Field	What it does
Payment terms days	Real. Sets the due date on the bill raised when you receive goods. Falls back to your business default — usually 30 days — when blank.
Default lead time days	Nothing reads it. Not used by reordering, not used anywhere. A note to yourself.
Credit limit	Nothing enforces it. You will never be warned or stopped for exceeding it. The same is true of the credit limit on a customer — see Credit sales.

If you want reordering to know a supplier’s lead time, it has to go on the product link below, not here.

How to record what a supplier charges for a product

On the supplier’s page, open the Products tab. This is their approved list — which items you buy from them, and on what terms.

1. Click to add a product.
2. Enter the product, and the minimum and maximum reorder quantities.
3. Save.

The fields that matter cannot be entered from the app

The system stores much more per supplier-product than this: an agreed unit cost, a supplier SKU, a lead time, an order multiple — buy in packs of twelve — and a preferred supplier flag.

No screen sets any of them. The form only accepts the product plus min and max.

This matters because reordering picks a supplier by the preferred flag first, then by agreed cost. With neither enterable, every product’s rows are unflagged and priced at zero, so the planner falls back to whichever supplier was linked first. It will still suggest orders; it just cannot choose well between suppliers.

You will also be asked for the product as a long internal identifier rather than picking it from a list, because there is no product lookup on this form yet.

Where the approved list does work: reordering reads it to pick a supplier and to round order quantities, and the product picker on purchase documents can be limited to a supplier’s approved products, showing their SKU and agreed cost.

Order multiples are only applied when reordering

The planner rounds its suggestions up to the order multiple and the minimum. Nothing rounds or checks a quantity you type on a purchase order, so it is entirely possible to order seven of something only sold in twelves.

How to read a supplier scorecard

Where

Organization → Supplier Scorecards

Plan

Professional and above

Permission

Organization → Supplier

Unlike several similar-looking screens, this one is real and fills itself in.

1. Go to the supplier scorecards screen.
2. Check the period. It opens on last month, and that is deliberate — leave it alone.
3. Read the ranking.

Each supplier is scored on:

Measure	Meaning
On-time delivery	Share of deliveries arriving on time
Average lead time	Days from order to delivery
Quality	Share not sent back
Price variance	How far the price charged drifted from the price ordered
Fill rate	Share of what you ordered that actually arrived
Composite score	The above combined, graded A (90+), B (75+), C (60+) or D

Four things to know before you act on a score

1. “On time” means within seven days of the order date — not against any delivery date you agreed. A supplier who promised four weeks and took ten days scores badly.
2. The figures cover last month, not this month. They are recalculated nightly, but always for the previous calendar month.
3. The period must match exactly. Pick your own dates and you get an empty table, not a partial one. Leave the period as it opens.
4. Only suppliers you received goods from appear. One you paid but never received against is simply absent.

There is no recalculate button. If a supplier looks wrong, wait for the nightly run.

You can also type a scorecard in by hand from the supplier’s Scorecards tab — but a hand-entered figure for a period the nightly run also covers will be overwritten.

The scorecard screen needs a connection and shows an error rather than old figures when offline.

This menu entry has no label

Because of a missing translation, this item currently shows in the menu as nav.supplierScorecards rather than a readable name. It is the right screen.

Paying your suppliers

Paying happens in Financials, not here. The handover is the goods receipt: posting one raises a draft bill dated from the supplier’s payment terms.

Screen	For
Vendor Invoices	The bills you owe
Three-way match	Checking order against delivery against invoice
Vendor Payments	Paying them
Supplier ledger	Their running balance
Supplier Statement Recons	Tying your records to their statement
Vendor Credit Notes, Supplier Advance Payments	The exceptions

Three-way match can hold up a payment

Where a bill is linked to a goods receipt and is above your threshold, the system compares the order, the delivery and the invoice, and refuses to release payment until they agree. If a payment will not go through, look there first.

Instant purchases raise no bill, so they never go through this check.

Related

• Buying and receiving
• Reordering and replenishment
• Receiving goods