v1 Atlas/Purchasing
Vendors
Suppliers, credit limits and what you owe them.
Purchase → Vendors (170; 171 add, 172 edit, 173 delete).
Form#
| Field | Rule |
|---|---|
| Company Name | Required |
| Vendor Code | Required. Prefix of this vendor's deal codes and invoice numbers |
| Contact Person | Required |
| Phone | Required, 11 digits |
| City | Required |
| Email, address, state, zip, country | Optional |
| Opening Balance | ≥ 0 — what you owed at go-live |
| Credit Limit | ≥ 0 — how much credit they allow |
The list#
Search covers company, name, contact and location. The outstanding balance (opening balance + non-cancelled purchase balances, each floored at zero) is tinted by sign, with an Over Limit! flag when it exceeds the credit limit. Row actions: Edit, Delete; select several to delete. A vendor with purchases shows its purchase totals.
For a full picture use the Vendor Statement, Accounts Payable and Purchases by Vendor reports.