Vendor Detail Overview

Last reviewed: June 9, 2026

llms-full.txt

On this page

Vendor Detail shows a vendor's setup, contacts, addresses, purchase orders, payments, and available credit information.

What this screen is for

Use Vendor Detail to review or maintain one vendor record and related purchasing activity.

Screen path

Dashboard > Purchasing > Vendors > select a vendor row

Tabs

Tab	What it shows
`Vendor Details`	Basic setup, editable vendor fields, contacts, and addresses.
`Purchase Orders`	Purchase Orders for the vendor, with open orders shown first.
`Payments`	Vendor payment history and payment actions from the shared payment components.

Vendor Details tab

The details tab shows Basic Information, Vendor Contacts, and Addresses.

Basic information includes:

Vendor Code
Name
Phone
Email
Fax
Website
Currency
GL Account
Payment Terms
FOB
Ship Via
Pay with Credit Card
1099 Vendor
Vendor Credit Balance
Account Number
Notes

Select Edit to update eligible basic fields. Vendor code is shown but not edited from this form.

Contacts and addresses are managed inside the same detail screen. Address edits update the vendor record used by POs and payment workflows.

Purchase Orders tab

The Purchase Orders tab shows POs for the selected vendor.

Use Show Open Only or Show All History to switch between open orders and full vendor PO history.

The PO list shows PO number, date, required date, status, and total. Selecting a PO expands line item detail with line number, part number, description, quantity, unit price, and total.

Payments tab

The Payments tab embeds the vendor payment list and payment actions for this vendor.

For full payment workflow behavior, use the canonical Vendor Payments docs.

What happens behind the scenes

Opening Vendor Detail reads the vendor record, payment terms, accounts, shipping methods, vendor credit balance, and related records as each tab is used.

Saving edits updates only the vendor fields provided by the screen. Those defaults affect later Purchase Orders, vendor invoices, and vendor payments, but saving vendor setup does not retroactively rewrite existing posted PO, invoice, or payment records.

The Purchase Orders tab reads PO history for the vendor. The Payments tab reads vendor payment history and available vendor credit.