Vendors

The Vendors page at /procurement/vendors is the directory of every supplier you purchase from. It differs from /billing/vendors (which is a read-only AP mirror pulled from QuickBooks) by showing procurement-specific data: payment terms, lead time, PO history, YTD spend, and the catalogue of products you source from each vendor.

Directory view

The directory lists every vendor with:

• Name + contact email

• Payment terms (e.g. Net 30)

• Lead time: the default days-to-delivery

• Products: how many products you've linked to this vendor (from the product_vendors pivot)

• POs: number of purchase orders ever placed with this vendor (excludes draft/cancelled)

• YTD spend: total value of POs ordered this calendar year

• Last order: the date of the most recent PO

Click any row to open the vendor detail page.

Vendor detail: four tabs

Overview

Editable vendor profile:

• Contact: name, email, phone, website

• Procurement terms: payment terms, lead time days, your account number with the vendor

• Notes: free-text field for anything useful to the buyer (delivery quirks, special instructions)

• Active toggle: mark vendor as inactive to exclude them from future PO creation without losing history

Purchase orders

All POs where this vendor is assigned to one or more lines. Sorted by most recent first, showing PO number, customer, status, total, and ordered date. Click a PO to open the detail.

Products supplied

The product_vendors pivot: which products you buy from this vendor, with per-link fields:

• Vendor SKU: the vendor's own product code (often differs from your internal SKU)

• Cost: what this vendor charges you for this product, in pence

• Lead time: override the vendor default for this specific product

• Procurement URL: direct link to the product on the vendor's website

• Preferred: star the vendor as the default source for this product (used by the quote-to-PO automation to auto-route orders)

Click + Link product to add a product from your catalogue that isn't already linked to this vendor. Unlink removes the pivot row but keeps the underlying product and any historical PO data.

Goods receipts

History of every delivery received against this vendor's POs. Shows the receive date, PO number, and any notes captured at the goods-in stage. Useful for:

• Reconciling delivery discrepancies against a specific vendor

• Calculating actual vs quoted lead time

• Audit trail for supplier quality reviews

Where vendors get created

You currently create vendors in one of three places:

1. Products page: when linking a product to a new supplier, the product picker can quick-create a vendor inline

2. Quote builder: same inline creation when assigning a vendor to a quote line

3. QuickBooks sync: if QB is connected, vendors sync automatically and appear in both /billing/vendors and /procurement/vendors

Dedicated "New vendor" form isn't on the directory yet. It's planned for a future session once the vendor-integration config UI (Psono-style encrypted credentials per vendor) lands.