Suppliers List View

Overview

Suppliers are the people or organisations that provide goods or services to your organisation. They are also sometimes referred to as Creditors.

Organisations can have an unlimited number of supplier records.

List View displays a list of supplier records. The records can be double clicked to edit them.

Navigation: Main Menu > Suppliers > Suppliers

Set
- Pre-set periods such as today, this month, this year.
- Filters the records based on their creation dates.
- No Date displays all the records.
Date: Allows users to define the dates if User Date is selected under Set
← →: Adjusts the date in the direction of the arrow.
Category: A dropdown list to select a specific category or all.

Field Chooser (*): Allows users to add or remove columns.
Account No.: The supplier's Account Number.
Accounts Contact: The contact person for accounts.
Attachments: A paperclip to indicate there are attachments.
Category: The supplier's category.
Credit Limit: The supplier's credit limit.
Currency: The supplier's currency.
Date Created: The date on which the record was created.
ID: The system-generated number for the record.
Reg. No.: The supplier's registration number.
Status: The supplier's status.
Suppliers: The name of the supplier.
Telephone: The supplier's phone number.
Terms: The supplier's terms.
Updated: The date on which the record was last updated.
Updated by: The user who last updated the record.
User Created: The user who created the record.
VAT No.: The supplier's VAT registration number.
VAT Type: The supplier's VAT type (e.g. Standard, Zero-rated, Exempt).
Menu (...): A submenu with these options:
- Edit: Opens the record for editing.
- Delete: Deletes the record.
- View Supplier Summary: Opens a summary of the supplier's record and transactions on the right.
- View Audits: Opens the audits panel on the right. For suppliers, only batch-update changes are listed on the Audits panel.