The supplier list

The Suppliers page is the running list of every vendor you buy from. Each row shows one supplier, one balance, and one set of actions — record a payment, view history, edit, archive. It’s deliberately spartan: the page exists to answer “do I owe Hassan’s distributor?” in under three seconds, not to be a CRM.

Updated 5 May 2026·For v2.2.0·3 min read

Columns

Five per row, optimised for scanability:

• Company — supplier name, prefixed with a cyan circle initial. Click anywhere on the row to drill into the supplier detail page.
• Contact — the named individual you deal with. Falls back to — when blank.
• Email and Phone — separate columns; emails truncate at 200px so a long address doesn’t blow out the row.
• Balance — the only number you’ll actually read. A coloured pill:
  • Red Owe <amount> — you owe the supplier. The most common state.
  • Green Credit <amount> — the supplier owes you (you over-paid, or they reversed a charge).
  • Zinc Settled — exactly zero.

On mobile (≤640px) the table collapses to cards with the same five fields and a per-card overflow menu.

Search and archive

Above the table sit a search box (matches name, contact, email, or phone — all four columns at once) and an Archived toggle. Archived suppliers are soft-deleted: every payment, PO, and supplier-return record stays in the database for historical lookups, the supplier just hides from the live list. Toggle Archived on to see them; archive a supplier from any row’s overflow menu when you stop trading with them.

Filtering by balance

Click any column header to sort. Sort by Balance descending to surface who you owe the most, or ascending to find the supplier whose credit balance you should burn down first.

Row actions

The overflow menu on each row carries:

• View History — opens the supplier detail page on the Payment History tab.
• Record Payment — opens the supplier payment dialog directly. Permission-gated on suppliers:manage_payments.
• Edit — name, contact, email, phone, opening balance, notes.
• Archive — soft-deletes; reachable from the Archived filter to restore.

How the balance is calculated

The balance pill comes from one formula, evaluated each time the page loads:

balance = openingBalance
        + Σ payments[type='owed'].amount
        − Σ payments[type='paid'].amount

openingBalance is whatever you set when you created the supplier (usually zero, but lets you onboard mid-relationship). type='owed' rows are charges from the supplier — every PO receive, every manual Record Owed entry. type='paid' rows are payments you made.

Adjust the opening balance (or post a corrective owed / paid entry) — never edit the balance directly. The page recomputes after every change.

!

Currency formatter on supplier balances

Older Quick PO records used a non-standard cost field where the formal flow expects unitCost. Without normalisation, the balance display rendered NaN for any supplier with at least one legacy row. The fix in v1.6.100 routes every formatter call through the core formatCurrency helper which guards against NaN / undefined and prints 0.00 cleanly. If you still see NaN anywhere on this page, the bug regressed — please report it with the supplier’s ID.

Creating a supplier inline

Two paths in. The Restock dialog and the PO editor both let you type a supplier name into the picker; if there’s no match, the dialog offers Create “<name>” as new supplier and lands the new record straight on this list. The standalone path is Suppliers → New for the full form (name, contact, email, phone, opening balance, notes).

Related

PAYMENTS

Pay or accrue a balance

The Record Payment dialog and the JE that posts on each transition.

PO

Raise a purchase order

The formal procurement flow — multi-line, extras, landed cost.

DOCS

Attachments

Drop a supplier invoice or shipping doc onto a PO.

REPORTS

AR/AP Aging

The aged view of every supplier balance over time.