Supplier Management

Manage your suppliers - Track suppliers, their transactions, and manage purchase relationships.

Overview

Supplier Management allows you to maintain detailed records of all your suppliers, track purchase history, manage payment terms, and generate supplier statements.

Creating a Supplier

Step 1: Access Suppliers

From main menu, click Suppliers
Click "New Supplier" button

Step 2: Enter Supplier Information

Required Information

Supplier Name - Company or individual name
Supplier Code - Auto-generated unique identifier
Contact Details - Phone, email, address
Company Information - Registration details, tax ID
Payment Terms - Credit terms and payment conditions

Step 3: Add Additional Details

Bank account details
Contact person information
Purchase preferences
Delivery terms

Step 4: Save Supplier

Review all information and click "Save Supplier"

Supplier Statements

Generate detailed statements showing all transactions with a supplier:

Access Statements

Go to Reports → Supplier Statement

Select Supplier

Choose the supplier from the dropdown list

Filter by Date

Select start and end dates for the statement period

Generate & Export

View statement and export to PDF, print, or share via WhatsApp

Supplier Operations

Operation	Description
Edit Supplier	Update supplier information and details
View Purchase History	See all purchase orders from this supplier
Check Outstanding Balance	View amount owed to supplier
Generate Statement	Create detailed supplier statement

Payment Management

Track what you owe to suppliers and make payments:

Payment Tracking: Outstanding balances are automatically updated when you create purchase orders or make payments.

Tips & Best Practices

Supplier Codes: Use consistent naming conventions for easier management

Payment Terms: Keep accurate payment terms to manage cash flow

Troubleshooting

Issue	Solution
Supplier not appearing in list	Check if supplier is created and active
Statement showing wrong balance	Verify purchase orders and payment vouchers are posted
Cannot generate statement	Ensure supplier has transactions in selected date range