Suppliers#

Table Columns#

Filters#

• Tax Type — Value Added Tax (VAT), Non Taxable
• Payment Terms — Cash on Delivery, Payment Upon Invoice, Post Dated Check, Dated Delivery Upon Payment, No Terms of Payment

Adding a New Supplier#

1. Click Add Supplier.
2. Under Basic Information, fill in:
   • Supplier Name (required)
3. Under Contact Information, fill in (both optional):
   • Contact Number
   • Email — must be a valid email address if entered
   • Country — searchable list; defaults to Philippines (PH). Multibook requires a country on every business partner, so the Multibook business-partner sync uses it when it creates the supplier in Multibook
4. Under Payment Settings, choose:
   • Tax Type — Value Added Tax (VAT) or Non Taxable
   • Payment Terms — one of your company's own payment terms for purchases (managed in Treasury → Settings → Payment Terms)
   • Courier / logistics provider — tick it for a carrier that delivers your goods; it is then offered as the Courier on Delivery Receipts. Once ticked, Tracking link (optional) appears (see the tip below).
   • Show end-customer details on POs — off by default. When off, a Purchase Order to this supplier leaves out the fields marked End-customer detail (for example End User Name, Factory); an individual PO can still override it. The same tick is on the edit form. See End-Customer Details on a Supplier's PO.
5. Click Create Supplier.

After saving, you return to the supplier list.

Viewing Supplier Details#

1. Click a supplier row in the list.
2. The detail page shows:
   • Supplier Overview — name, with email and contact number when available
   • Country and Multibook — the header shows the supplier's country (globe icon) and its Multibook status: a "Multibook partner" badge with the partner code, or "Not in Multibook" with a Link… button that opens a "Link to a Multibook partner" dialog (search by code or name, pick the partner, click Link). Only shown when your company has Multibook configured
   • Contact Information — Email, Contact Number
   • Payment Information — Tax Type, Payment Terms, Payable Amount
   • Location — Location Name, Full Address, Zip Code, Landmark (only shown when the supplier has a location on record)
   • Record Information — Created and Last Updated timestamps

Items & Prices#

Open a supplier and choose the Items & prices tab to see every item the supplier supplies and what you pay for it.

1. Add item (needs Suppliers update or Purchase Order update permission): search the item by SKU, model or description, enter the Buying price and Currency, and — only if this supplier takes longer or shorter than the item’s usual lead time — the Lead time (days). Leave it blank to use the default.
2. Update price on a row turns the price, currency and lead time into fields on the row; Save keeps them.
3. Price history opens a chart and a list of every price change for the item — the date, the price, the change against the price before it, and where it came from (typed on the price list, or taken from a PO). Saving the same price again does not add a change.

Quantity Prices#

A supplier's price can drop with quantity. On a row, Qty prices opens the item's tiers: each line is from a quantity (in the item's unit) and the price per unit from there, in the price's currency. The buying price on the row is the base price — it covers anything below the first tier. A row with tiers shows "2 qty prices from 100"; hover it to see each tier and when it was last set.

Wherever this supplier's price is used for a line — the buying price behind margins and the "below buying price" note, the canvass matrix, and the PO's "Update price list?" check — the tier for that line's quantity is taken. Taking a PO's price onto the list updates the tier its quantity falls in.

Tiers can also be loaded from a file: Settings → Data import → Supplier price tiers (a "from" quantity of 1 sets the base price).

Order History#

The Order history tab lists every purchase order to the supplier in the chosen period (default: last 12 months), newest first. Click a row to open the PO.

Supplier Performance#

The Performance tab measures the supplier over the chosen period. Each measure says how many POs or shipments it rests on; with none it shows Not enough data yet instead of a zero.

Editing a Supplier#

1. Open the supplier's detail page.
2. Click Edit.
3. Update any of the fields (Supplier Name, Contact Number, Email, Tax Type, Payment Terms).
4. Click Save Changes.

Deleting a Supplier#

1. Open the supplier's detail page.
2. Click Delete.
3. Confirm in the dialog that appears. This action cannot be undone.

Basic Information#

• Supplier Name (required)

Contact Information#

• Contact Number (optional)
• Email (optional; validated as an email when entered)
• Country (optional; defaults to Philippines)

Payment Settings#

• Tax Type — Value Added Tax (VAT), Non Taxable
• Payment Terms — chosen from your company's payment terms for purchases (Treasury → Settings → Payment Terms)