Suppliers or vendors represent the organizations or companies from which you purchase products or services. To access and modify supplier details, simply double-click on the name of the company from the supplier list.

The supplier details provides tabs for KEY INFO, CONTACTS, COMMENTS and HISTORY. On the KEY INFO tab you can:

1. Edit the company name
2. Edit the company's primary phone or email address
3. Specify who is your primary contact at this company. You can create new contacts in the CONTACTS tab
4. Specify what type of company this is e.g. client/customer or vendor
5. If you want to model your supplier's organization structure such as head-quarters and satellite locations then create a supplier record for each location and mark the parent company for each satellite
6. Specify the billing address
7. You can also specify the shipping address or check the box to make it the same as the billing address
8. When supplier records are imported from SAP the SAP vendor number is stored here. It is important to match the vendor number in your historical purchase orders
9. The supplier's currency which is often the source currency for purchased part costs. You can manage exchange rates in a proposal
10. Payment terms dicate how many days after receiving a purchased part or purchasing payment milestone, payment to this supplier can be expected. This is useful for cashflow projections
11. Your implementation consultant can define roles for suppliers such as ship from, buy from to select here
12. The person in your organization who is primarily responsible for this supplier relationship can be selected.