Vendor Detail

Use this page to view a vendor's profile details, related financial records, and internal notes in one place.

Summary

Use this page to review vendor profile and financial activity before making operational decisions. It helps you verify details across vouchers, checks, payments, and notes from one screen.

When to use this page

• Reviewing a vendor profile before transactions
• Checking voucher, check, and payment history
• Viewing notes and vendor account context
• Verifying details before making updates from edit pages

How to access this page

1. Go to Business → Vendors
2. Select a vendor from the list
3. Click the vendor name to open details

The system opens the Vendor Detail Page.

Step-by-step instructions

1. Open Business -> Vendors in the sidebar.
2. Select the vendor you want to review.
3. Check the General tab for profile and balance details.
4. Review Vouchers, Checks, and Payments tabs for transaction history.
5. Open Notes for internal remarks, then proceed to edit actions if required.

Field reference

• General tab - Core profile and balance information for the vendor.
• Vouchers tab - Purchase voucher history linked to the vendor.
• Checks tab - Check transactions and their statuses.
• Payments tab - Payment records associated with the vendor.
• Notes tab - Internal notes and operational context.

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Page Layout

At the top, you will see a tab bar with the following sections:

General, Vouchers, Checks, Payments, Notes

Each tab allows you to view or manage different types of vendor information.

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General Tab

This is the default tab for vendor profile information.

When to use

• Updating vendor name, phone, and address
• Enabling or disabling the vendor
• Uploading or replacing documents
• Modifying balance and limits

Editable Fields

Field	What you can change	Notes
Name	Edit	Updates vendor identity
Is Enabled	Toggle	Disables vendor from new transactions
Send SMS	Enable/Disable	Controls notifications
Business Name	Edit	Optional
Phone	Edit	Must be valid if SMS is enabled
Alternative Phone	Edit	Optional
Email	Edit	Optional
Address	Edit	Vendor location
NID	Edit	Identification number
NID Photos	Replace	Upload new images if needed
Start / End Date	Edit	Leave end date empty if ongoing
Balance	Adjust	Impacts financial records
Upper / Lower Limit	Modify	Controls balance range

Warning

Changing balance or limits may affect financial reports and transactions.

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Vouchers Tab

Displays all purchase vouchers related to the vendor.

When to use

• Reviewing purchase history
• Checking total payable amounts
• Verifying past transactions

Note

This tab is for viewing data only. Editing is done from the purchase/invoice module.

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Checks Tab

Shows all check transactions associated with the vendor.

When to use

• Tracking issued or received checks
• Verifying check payment status
• Reviewing financial commitments

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Payments Tab

Displays all payment records linked to the vendor.

When to use

• Checking paid vs unpaid amounts
• Reviewing payment history
• Verifying recent transactions

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Notes Tab

Stores internal notes related to the vendor.

When to use

• Adding remarks or important information
• Keeping internal communication records
• Tracking special conditions or agreements

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Saving Changes

• Click Save to apply updates
• Changes are immediately reflected across the system

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Tips and Common Issues

• Disabling a vendor prevents future transactions
• Always verify balance changes before saving
• Use tabs to review financial data before making edits
• Ensure documents are clear and updated

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Related Pages

• Add Vendor — Create a new vendor
• Edit Vendor — Update vendor information
• Vendors Overview — Browse and filter vendor records