Suppliers Page Overview

The Supplier Page shows all key information about a specific supplier, including their name, email, and the date and time they were created in the system. It helps you quickly view, update, and manage supplier records.

Suppliers Page

All this information is editable through the Details tab at the supplier’s profile page.

Create New Supplier

1. In the Suppliers page, Click the “Create” button located at the top page.
2. Enter the Supplier Name (required) and Legal Name (optional).
3. Fill in the supplier’s basic details under the Address & Contact Info section, including:

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• Code – Internal supplier code used for reference.
• Address – Primary address used for documents and deliveries.
• Primary Email – Email used for communication and invoicing.
• Contact Number – Supplier’s mobile or landline number.
• Website – Optional link to the supplier’s website. </aside>

3. Fill Out the Payment Info

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• Bank – Select the supplier’s bank.

• Account Number – Input the supplier’s bank account number.

• Payment Terms – Enter the agreed number of days for payment (e.g., 30).

• EWT % – Input the supplier’s extended withholding tax percentage.

  💡 This value will automatically reflect in the Purchase Order if this supplier is selected.

• TIN – Enter the supplier’s Tax Identification Number. </aside>

1. Once you're done, click floating ’Submit’ button to create the new supplier. A confirmation message will appear if the supplier has been successfully created.

Other Supplier Profile Pages:

Attachments Tab

Use this to upload and store relevant supplier documents, such as contracts or identification documents. Accepted formats usually include IMAGE, PDF, CSV, TXT, or XLSX, with a maximum file size of 10 MB.

1. Click the Attach file button at the top or Navigate to the Attachments tab.
2. Select a file to attach or store.
3. Click Upload to save the file.

Audit Logs Tab

This tab tracks all changes made to the supplier’s profile, including:

• Who made the change (user name)
• What was changed (field name, old value, and new value)
• When the change was made (timestamp)

This helps ensure transparency and accountability for any updates made to supplier records.

Next Step: Track Your Suppliers Efficiently