Help Center / Supply Chain & Purchasing / Managing Suppliers

Managing Suppliers

Feb 23, 2026 · 6 views

Supplier Management

Adding a Supplier

  1. Go to Purchasing > Suppliers.
  2. Click Add Supplier.
  3. Enter name, contact info, address, TIN, and bank details.
  4. Link products to the supplier to track which items you order from them.

Supplier Bills & Payments

Track what you owe suppliers through the Supplier Bills page:

  • Create bills when you receive invoices from suppliers.
  • Each bill line maps to a GL expense or asset account for proper accounting.
  • Record payments by cash, bank transfer, or check.
  • Check payments flow through the Checks Payable (2080) account until cleared.

AP Aging Report

The AP Aging report shows outstanding supplier balances grouped by age (Current, 1-30 days, 31-60 days, 61-90 days, 90+ days). Use this to prioritize which bills to pay first.

Unified Contacts

Suppliers are part of the unified contacts system. A single person can be both a supplier and a customer. When you update their personal information, it syncs automatically across all roles.

Fix Unlinked Suppliers

If you imported data or changed suppliers, some records (purchase orders, goods receipts, bills, expenses) may reference suppliers that no longer exist. Use Purchasing > Fix Unlinked Suppliers to scan for and re-link these orphaned records to the correct supplier.

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