Vendor

What Is A Vendor?

A vendor is a supplier record used by purchasing, received receipt, purchase invoice, purchase order, and pricing workflows. Staff use vendor records to identify who goods are bought from, keep supplier contact details, store business information, and manage the people who work at that vendor.

Vendor records are different from Vendor Codes. A vendor is the supplier business. A Vendor Code is a pricing workflow record for one vendor's code for one item.

Where To Find It

Open Contacts > Vendors in the Web client.

Screen	Route	Use it to
Vendors	`/v2/vendor`	Search and open vendor records.
New vendor	`/v2/vendor/new`	Create a vendor.
Vendor detail	`/v2/vendor/:id`	View info, address, business info, and contact people.
Edit vendor	`/v2/vendor/:id/edit`	Update vendor details or archive the vendor.
Vendor contacts	`/v2/vendor/:id/contacts`	Add, remove, or set primary contact people.

Main Fields

Field	Notes
Code	Required vendor code. It must be unique inside the company.
Name (Eng)	Required English vendor name.
Name (Kor)	Optional Korean vendor name.
Email / Phone	General vendor contact details.
Priority	Sorting or operational priority. Blank or invalid values become `999`.
Note	Internal staff note for this vendor.
Address	Vendor address selected through address search and optional Address 2.
Business Info	ABN, ACN, bank, BSB, account number, and SWIFT code.
Contacts	People who work at the vendor, such as sales reps or account managers.
Archived	Hides a vendor from the active vendor list.

Create A Vendor

Open Contacts > Vendors.
Click New vendor.
Enter Code and Name (Eng).
Add optional Korean name, phone, email, priority, note, address, and business info.
Save.

After saving, the page returns to the vendor list.

Update Or Archive A Vendor

Open Contacts > Vendors.
Select a vendor.
Click Edit.
Update the vendor fields.
Turn on Archived when the vendor should no longer appear in normal active lists.
Save.

Archiving does not delete the vendor or rewrite existing purchase documents.

Manage Vendor Contacts

Open a vendor.
Click Contacts.
Add a contact person's name, position, phone, and email.
Use Primary to mark the main person for the vendor.
Use Remove when a person should no longer be attached to the vendor.

Removing a contact person permanently removes that person record from this vendor. If the removed person was primary, the vendor no longer has a primary contact until another person is selected.

Search Vendors

Use the search box on the Vendors page. Search checks vendor English name, Korean name, and code.

Vendor search is also used by purchasing and pricing screens when staff choose a supplier for purchase or vendor-code work.

Purchase Order managers, Purchase Invoice managers, and Received Receipt managers can also search and view vendor records while creating supplier documents. This is a read-only supporting role for ordering, invoicing, and receiving work. It does not allow creating, editing, archiving, or changing vendor contact people.

Required Roles

Vendor read access accepts purchase_order.manage, purchase_invoice.manage, received_receipt.manage, pricing.manage, contact.read, or contact.manage for vendor search and vendor detail. contact.manage includes vendor records and vendor contact people. Vendor Code management remains a Pricing role workflow.

Action	Required role
Search vendors	`purchase_order.manage` or `purchase_invoice.manage` or `received_receipt.manage` or `pricing.manage` or `contact.read` or `contact.manage`
View a vendor	`purchase_order.manage` or `purchase_invoice.manage` or `received_receipt.manage` or `pricing.manage` or `contact.read` or `contact.manage`
View vendor contact people	`pricing.manage` or `contact.read` or `contact.manage`
Create a vendor	`contact.manage`
Update or archive a vendor	`contact.manage`
Add, remove, or set primary contact people	`contact.manage`

Common Problems

Problem	What it means
`Code and Name (Eng) are required`	The form is missing one of the required fields.
`Vendor code already exists`	Another vendor in this company already uses the same code.
`Vendor not found`	The vendor id does not exist for the current company.
`Name is required`	A contact person cannot be added without a name.

Vendor

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