Vendor accounts

Manage your suppliers, track outstanding payables, and maintain contact records for your procurement channels.

01 Vendors Dashboard

The Vendors tab provides a centralized list of all suppliers and manufacturers your business interacts with.

Main Table: Displays each vendor's "Name", "Phone", "Balance", and "Actions" (edit or delete).
Search & Filters: Use the search bar to locate specific vendors. Click "Filters" to refine the list by "Tags", "Min Balance", or "Max Balance".
Column Customization: Click the "Columns" button to toggle visibility for additional data points, including "# (Serial Number)", "Email", "Address", and "Tags".

Click the + Create Vendor button to add a new supplier to the system.

Basic Info: Enter the mandatory "Name" (e.g., "Ghulam Raza Jewellers") and "Phone".
Opening Balance:
- Define the financial standing at the time of creation.
- Select either We owe them (Payable) if you have outstanding invoices, or They owe us (Advance) if you have pre-paid for goods not yet received. Enter the corresponding PKR amount.
Financial Controls: Set a "Credit Limit" to define the maximum allowable debt you have negotiated with this supplier.
Additional Details: Provide an "Email", select predefined "Tags", and enter their physical "Address".

Click Create to save the vendor record.

Update an existing supplier's details by clicking the pencil icon in the Actions column.

The "EDIT VENDOR" modal provides access to all fields except the "Opening Balance", which is locked after the initial creation to preserve ledger integrity.
You can adjust the "Credit Limit", update their phone/email, or modify tags as your relationship with the supplier evolves.

Payable Tracking: Maintaining accurate records of outstanding balances owed to regular suppliers to ensure timely payments and avoid late fees.
Supplier Contact Hub: Storing the primary contact details, tax identification numbers, and preferred payment methods for all active suppliers.

Payables Management: Accurately track balances to ensure you know exactly how much you owe suppliers like "rehman watches" at any given time.
Supplier Categorization: Use "Tags" to categorize vendors by the type of goods they supply (e.g., "Raw Materials", "Electronics", "Packaging"), making it easier to filter the dashboard during procurement planning.
Advance Tracking: If you pay a deposit to a new supplier before they manufacture your order, record the initial transaction as "They owe us (Advance)".

Manage your suppliers, track outstanding payables, and maintain contact records for your procurement channels.

The Vendors tab provides a centralized list of all suppliers and manufacturers your business interacts with.

Main Table: Displays each vendor's "Name", "Phone", "Balance", and "Actions" (edit or delete).
Search & Filters: Use the search bar to locate specific vendors. Click "Filters" to refine the list by "Tags", "Min Balance", or "Max Balance".
Column Customization: Click the "Columns" button to toggle visibility for additional data points, including "# (Serial Number)", "Email", "Address", and "Tags".

Click the + Create Vendor button to add a new supplier to the system.

Basic Info: Enter the mandatory "Name" (e.g., "Ghulam Raza Jewellers") and "Phone".
Opening Balance:
- Define the financial standing at the time of creation.
- Select either We owe them (Payable) if you have outstanding invoices, or They owe us (Advance) if you have pre-paid for goods not yet received. Enter the corresponding PKR amount.
Financial Controls: Set a "Credit Limit" to define the maximum allowable debt you have negotiated with this supplier.
Additional Details: Provide an "Email", select predefined "Tags", and enter their physical "Address".

Click Create to save the vendor record.

Update an existing supplier's details by clicking the pencil icon in the Actions column.

The "EDIT VENDOR" modal provides access to all fields except the "Opening Balance", which is locked after the initial creation to preserve ledger integrity.
You can adjust the "Credit Limit", update their phone/email, or modify tags as your relationship with the supplier evolves.

Payable Tracking: Maintaining accurate records of outstanding balances owed to regular suppliers to ensure timely payments and avoid late fees.
Supplier Contact Hub: Storing the primary contact details, tax identification numbers, and preferred payment methods for all active suppliers.

Payables Management: Accurately track balances to ensure you know exactly how much you owe suppliers like "rehman watches" at any given time.
Supplier Categorization: Use "Tags" to categorize vendors by the type of goods they supply (e.g., "Raw Materials", "Electronics", "Packaging"), making it easier to filter the dashboard during procurement planning.
Advance Tracking: If you pay a deposit to a new supplier before they manufacture your order, record the initial transaction as "They owe us (Advance)".