Supplier Management
Maintain a full supplier database with payment history, performance tracking and outstanding balance dashboard.
Adding a supplier
Go to Suppliers and click Add Supplier. Fill the Basic Info tab (name, company, phone, email, city). Fill the Bank Details tab (bank name, account number, IBAN) — used when recording payments. Fill the Terms tab (payment terms like Net 30, credit limit and internal notes). Save.
Linking medicines to a supplier
Open a supplier and click Link Medicines. Search for medicines from your inventory and add them. For each medicine you can set your negotiated purchase price and mark it as the preferred supplier. This helps you quickly know which supplier to call when you need to reorder a specific medicine.
Recording supplier payments
When you pay a supplier, open their record and click Record Payment. Enter the amount paid. The outstanding balance updates automatically. Payment history is visible in the Purchase History tab.
Performance tracking
Open a supplier and go to the Performance tab. Click Log Delivery Event to record whether a delivery was on time, late, had quality issues or was returned. The delivery score percentage is calculated automatically. Use this to decide which suppliers to keep working with.
Outstanding payments dashboard
Click the Outstanding Payments tab on the main Suppliers page to see all suppliers you owe money to, sorted by the largest balance first. This shows total ordered, total paid and the outstanding amount for each supplier.