Supplier detail page reference
Open any supplier from Contacts → Suppliers to reach its detail page. This page maps every tab and header control.
Header
The header shows the supplier's name, a type chip (Product Supplier or Service Provider), the Active status, and the company name, plus a pager to step through the suppliers from your last list view.
| Control | What it does |
|---|---|
| Record Payment | Opens the payment dialog for this supplier's open documents. |
| New PO | Starts a purchase order pre-filled with this supplier. |
| Edit (shortcut E) | Switches the Settings tab into edit mode. |
| More | Request Invoices (chase outstanding POs awaiting an invoice), Export Statement, Merge into…, Archive, and Delete supplier (blocked if the supplier has purchase orders, landed costs, or other usage). |
Overview
The landing tab. Payables tiles — Balance Owed (with net payable), Overdue, Due ≤ 7 Days, Unapplied Credits, Available Deposits, and Open PO Commitment (total exposure) — above a Due Soon list, a Supplier Info card (contact details, payment term, lead time, 12-month PO volume, last payment) with an Edit in Settings shortcut, and Open Purchase Orders.
Payables
Five sub-tabs: Invoices & Bills (status filters, 3-way match state, Pay per row), Payments, Credits, Deposits, and Statement (open items, net payable, Export). Full guide: Track a supplier's payables.
Purchase Orders
Every PO for this supplier with Open / All chips, saved views, and Receipt / Invoice / Date filters. Columns: ID, PO #, order date, destination, type (Standard / Dropship), quantity, total, status, receipt state, invoice state. New PO creates one in place.
Performance
Three sub-tabs — Analytics, Profitability, and Marketplace Inbound — over a selectable period (YoY / QoQ / MoM / Custom). Analytics shows purchase and sales volume, units purchased and sold, profit and margin tiles versus the prior period, the Supplier Scorecard (rated out of 5 once enough purchase orders exist in the period), a trend chart (spend, sales, units, profit, margin), Hottest / Coolest Products, a Product Growth Heatmap, and a cost-trend list of the supplier's products.
Products
Supplier inventory on both sides: the supplier's own stock and yours. Full guide: Track supplier inventory.
Settings
Seven sections: Profile & Contacts, Addresses, Purchasing Defaults, Payment & Banking, PO Automation, Invoice Reminders, and Warehouses. Full guide: Create & edit a supplier.
| Section | What it holds |
|---|---|
| Ships to Fulfillment Networks | The fulfillment networks (Amazon FBA and AWD, Walmart WFS, TikTok FBT) this supplier ships straight to, each with a Lead time and Prep notes. Only the Send Planner uses it: when your warehouses can't cover a network, it suggests a purchase order from this supplier delivered to that network. See Order from suppliers that ship straight to a network. |
Activity
The supplier's full audit trail — every create, update, and system event with date, user, source, subject, and a field-level change log. Filter by Event or Source.