Find suppliers
Goal
Find, filter, and open suppliers from the Suppliers list.
Who it is for
party.view. New supplier needs party.create. Edit needs party.update. Balance columns need supplier_profile.view.
Preconditions
- Core module parties.
- Permission
party.view.
Steps
- Open Directory → Suppliers.
- Use Search suppliers… for name, email, phone, tax ID, or reference.
- Filter Status: Active, Archived, or All.
- Optionally enable Include open approved POs when you need open-order context in balances.
- Review columns: Reference, Name, Email, Phone, Tax ID, Bills, Open supplier AP balance, Statement closing balance, Net activity balance, Roles, Status (plus optional terms/currency/updated).
- Click a row for a side preview, then Open for the supplier hub. Pencil Edit and New supplier stay on this page.
Result
You locate the supplier and open the hub or edit modal.
The list is a document workspace: queue tabs, search that applies when you choose Apply, and a side preview. Open goes to the full record when that page has one. Settings appears in the page actions when you can view that setup page.