Suppliers
Manage your vendor list and drill into per-vendor spend with the Vendor Detail page — summary cards, trend charts, category breakdown, and PDF statements.
Navigate to: Dashboard → Suppliers
Manage your full list of suppliers and vendors.
Your complete vendor list from the Vendor Register is already loaded in the system — 67 suppliers including Alabama Trading, Ansa McAl, Bank DIH Ltd, Royal Chicken-Mohamed Farms, Namilco, GPL, GT&T, GWI, and all others.
Adding a New Supplier
- Click New Supplier
- Enter: Name, Contact Person, Phone, Email, Address
- Assign categories (e.g. Food & Beverage, Utilities, Cleaning Supplies) to make expense filtering easier
- Click Save
Editing a Supplier
Click a supplier's name or the edit icon to update their details (phone, address, contact person, etc.).
How Suppliers Are Used
- Purchase Orders — select the supplier when creating a new PO
- Inventory Items — each item can have a preferred supplier for auto-generating POs
- Expenses — supplier cards appear at the top of the Expenses page for one-click filtering
- Stock Alerts — if an item has a preferred supplier set, you can auto-generate a PO directly from the alert
Vendor Detail Page
Click any supplier card to open the Vendor Detail page for that vendor. You can also reach it by clicking the vendor name badge in the Expenses table.
Summary Cards
Six cards at the top update automatically when you change the time period:
| Card | Description |
|---|---|
| Period Spend | Total amount paid to this vendor in the selected period |
| vs. Previous Period | Whether spend went up (↑) or down (↓) compared to the prior equivalent window |
| All-Time Spend | Total amount paid since the first transaction |
| Avg Transaction | Average expense amount for the period |
| Last Purchase | When you last purchased from this vendor |
| Largest Expense | The single largest purchase in the selected period |
Period Filter
Select from: Today, This Week, This Month (default), Last Month, This Quarter, Last Quarter, This Year, or All Time.
Charts
- Monthly Spend Trend — Bar chart showing the last 12 months of spend
- Spend by Category — Horizontal bar chart showing which categories this vendor appears in for the selected period
Transaction Table
Full list of expenses for this vendor in the selected period.
- Use the search box to filter by description or reference number
- Use the Category filter to narrow by expense category
- Click the Date or Amount column headers to sort
- A ⚠️ warning icon appears next to possible duplicate transactions (same amount within 7 days)
- The footer shows the total count and sum for the filtered results
Actions
| Button | What it does |
|---|---|
| Edit Vendor | Go back to Suppliers list to edit this vendor |
| + Add Expense | Open a form to record a new expense for this vendor (vendor pre-filled) |
| View Statement | Preview a vendor statement in a popup modal |
| Print Statement | Generate and download a PDF vendor statement |
| Export CSV | Download the filtered transactions as a CSV file |
Tip: Press
Escto return to the Suppliers list.