Vendor Management

Add-on: Vendor Management.

A vendor is a person or company you buy stock from. Open Vendors to keep their details and purchase orders.

These purchase orders are different from orders placed by your customers.

Open Vendors > Add New Vendor. Enter the name and any phone, email, address, or website you need. Add a staff note if useful.

Choose Add Vendor and check the saved details.

Find the vendor and choose Edit. Change the fields and choose Save Vendor. Check the email before sending an order.

Edit the item in Inventory and set Item Vendor. Save the item.

This helps you find that vendor's items when making a purchase order. Check Item Cost too. It is what you pay the vendor, rather than your retail price.

Choose Add Order or New Order for the vendor. Select the items and set how many you want. Check costs, tax, and totals.

Use Save Draft if it is not ready. Choose Place Order when ready, then use the send option if you want the vendor to receive it. Saving an order is not proof the vendor got a message.

Open the vendor's Orders list and choose Edit. Change the items or amounts, then save.

If the vendor already has the old order, tell them what changed. Do not assume a saved edit sends a new message.

1. Open the purchase order and use Delivered or the shown complete-order action.
2. Record how you paid. Choose Save As Expense only if needed.
3. Check each Quantity Received and item cost against what arrived.
4. Choose the cost-average option only if that is how you track cost.
5. Choose Update & Complete when the details are right.

When it completes, the received quantities are added to stock and the purchase order is marked Delivered. Missing quantities do not stay open in this order. Before completing it, keep the original order details and agree with the vendor how to handle anything still owed. Do not enter the ordered count as received if some items are missing.

Check saved item costs and any saved expense against the vendor's bill. If the result is not what you expect, contact Support before relying on it.

Find the correct purchase order and choose Delete. Read the message and check its delivery state first.

Cancel with the vendor separately if they already received the order. Deleting your record does not notify them or return a payment.

Choose Delete for the right vendor and read the message. Check open orders first.

Deleting a vendor record does not cancel an order you already sent to them.