Header and Management Tools
At the top of the profile, you will find the supplier’s name and a visual status indicator (Green for Active, Red for Inactive).
Favicon Integration: The system automatically attempts to find the business’s website icon based on the URL provided in their settings, making profiles easy to identify.
Edit Profile: Selecting the Edit button allows you to update the supplier's primary business information, such as their ABN, primary contact details, physical address, and service categories.
Quick Info Panel: The right-hand sidebar provides a summary of the supplier’s logistics at a glance, including their phone number, email, and the date their record was last updated.
Navigation Tabs
The profile is divided into five specialized tabs to help you manage different aspects of the supplier relationship:
1. Overview
The Overview tab contains the foundational business data required for administration.
Notes: A dedicated section for internal observations or specific instructions regarding the supplier. You can update these by clicking the "More" (three-dots) icon in the card header.
Bank Details: This section stores the financial information needed for payments, including the Account Email, BSB, Account Number, and Bank Name. Like notes, these can be managed via the menu icon in the card header.
2. Services
This tab lists the specific categories of support or products the supplier is authorized to provide to your organization.
3. Contacts
Suppliers often have multiple points of contact. This tab allows you to maintain a directory of individual people at the business.
Details Tracked: Each contact entry includes their Name, Job Title, direct Phone number, and Email address.
Management: You can add new contacts, or edit and remove existing ones using the action menu on each row.
4. Documents
The Documents tab is the primary tool for managing supplier compliance and credentials.
Document Tracking: The table displays the document name, its submission status (Submitted or Not Submitted), and its relative importance (Required or Optional).
Expiration's: The system tracks the "Expires" date for each file.
Assigning Requirements: Use the Assign Document button to specify which types of credentials (e.g., Public Liability Insurance) this specific supplier is required to provide.
Viewing Files: If a document has been submitted and verified, clicking the document name will open the file in a new browser tab.
5. Invoices
This tab provides a chronological record of all billing interactions with the supplier.
Invoice Records: The table tracks the Invoice ID, the Client associated with the charge, the Amount, and the Due Date.
Status Tracking: Invoices are color-coded based on their current stage:
Paid: Successfully processed payments.
Pending: Invoices currently awaiting payment.
Overdue: Invoices that have passed their due date without a recorded payment.
Linking: Clicking the Client's name will take you to that client's profile, while clicking the Invoice ID will open the digital copy of the invoice for review.