Suppliers Contacts

The full list of supplier contacts for the business, with purchase totals, purchase-due balances, filters, and quick actions like payments and ledger views.

This is the Contacts screen filtered to type=supplier; viewing it requires supplier.view or supplier.view_own (which limits the list to suppliers assigned to you). The table shows Contact ID, Business Name, Name, Email, Tax No, Pay Term, Opening Balance, Advance Balance, Added On, Address, Mobile, Total Purchase Due, Total Purchase Return Due, and any configured custom fields.

A filter panel offers checkboxes for Purchase Due, Purchase Return, Advance Balance and Opening Balance, plus Assigned To (restrict to suppliers linked to a specific user) and a Status dropdown (Active/Inactive). Each row's Actions dropdown offers Pay (settle purchase due), Receive Purchase Return Due (only shown when a return balance exists), View, Edit, Delete and Activate/Deactivate depending on your permissions, followed by quick links to the supplier's Ledger, Purchases, Stock Report and Documents & Notes.

An Add button (needs supplier.create or the view_own equivalent) opens the create-supplier form in a modal, without leaving this list.

Step-by-step Workflow

1. Filter the supplier listUse the checkboxes for purchase due, purchase return, advance balance or opening balance, or the Assigned To and Status dropdowns, to narrow the table.
2. Add a supplierClick Add to open the create-supplier modal and enter contact and payment-term details.
3. Settle a purchase dueOpen a row's Actions menu and choose Pay to record a payment against its outstanding purchase balance.
4. Review supplier historyUse the row's Ledger, Purchases or Stock Report links to see the supplier's transaction history in context.
5. Maintain the recordUse Edit to update contact details, or Activate/Deactivate and Delete to manage whether the supplier stays selectable elsewhere in the app.