The supplier record
The supplier list and the detailed record: purchases, unpaid amounts, IBAN, Peppol and purchase automation.
The Suppliers screen brings together the companies you receive purchase invoices from. Each record carries the bank details, the Peppol identifier and the default values applied to purchases imported by Novadesko Intelligence or received via Peppol: payment method, purchase category, bank account.
The supplier list
- The All, Active and Archived buttons filter the list by status.
- Add supplier opens the creation form.
- Each row shows the code, the company with its Peppol icon, the email address and the phone number.
- At the end of the row, the pencil edits, the bin deletes and the three dots open a menu.
- The menu offers View record, New purchase, Export (CSV) and Delete.
- View record opens the supplier's details.
Three buttons on the left, All, Active and Archived, filter by status. The toolbar contains Import, Export, Multiple selection and Add Supplier.
| Column | Content |
|---|---|
| Code | Supplier code, clickable (for example AXA01227). |
| Company | Logo or initials, name, Peppol icon if an identifier is known, country flag. |
| Billing address, clickable. | |
| Phone | Number with its flag, clickable. |
The Search... field filters as you type. The Filters button opens Status, Country, VAT Number, Peppol, Creation date and Sort by (company or creation date). The headers sort the list; pagination offers 25, 50, 100 or 500 rows.
Row actions
The pencil edits, the bin deletes after confirmation. The three-dot menu adds View record, New purchase (the supplier is preselected), Export (CSV) and Delete.
A supplier linked to documents cannot be deleted; the message "Cannot delete this supplier because it is linked to documents." appears. Archive them from Edit with the Archived checkbox.
Multiple selection
The panel offers the Active and Archived checkboxes, Select all, Deselect all, then Duplicate (on the web) and Delete selected. On the web, Export › Export selected exports the ticked rows to Excel.
The record
- The header gathers the code, the status, the Peppol identifier, the VAT number, the country, the email address and the phone number.
- Four tabs: Information, Documents, Transactions and Statistics.
- The Company card gives the IBAN and BIC used to pay your purchases.
- The Peppol card shows the identifier found and whether automatic reception is on.
- The Automation card shows the payment method, purchase category and bank account applied to new purchases.
- New purchase creates a purchase document with this supplier already selected.
The header shows the name, code, status, Peppol identifier, VAT number, country, email and phone. The Edit and New purchase buttons are always visible; the three-dot menu offers Website, Send an email and Delete.
| Tab | Content |
|---|---|
| Information | The cards described below. |
| Documents | The supplier's purchases: number, type, date, due date, total, amount remaining, status. |
| Transactions | The payments recorded: date, document, payment method, amount. |
| Statistics | Total purchases, unpaid amounts, number of documents, average basket, and the Purchases by month chart. |
The cards of the Information tab
- Company: name, VAT number, supplier code, IBAN, BIC, website, creation date. The IBAN is the one shown on the supplier's invoices; it is used to pay your purchases.
- Contact: contact person, email, phone, address, country.
- Tags: the supplier's tags, if any. They help you find it in the list and in the global search.
- Peppol: the identifier found in the directory and its validation date, or "No Peppol identifier"; the Reception line indicates whether invoices received from this supplier are imported automatically. See Import received invoices.
- Automation: Payment method, Purchase category and Bank account applied to this supplier's new purchase documents. "Not set" means the value is asked for on each document.
- Summary: total purchases, unpaid amounts (in red as soon as an amount is due), number of documents, last purchase.
Fill in the default purchase category of your recurring suppliers (energy, telecoms, insurance). Their invoices imported by Novadesko Intelligence or received via Peppol arrive already classified, and the default payment method enables quick payment.
On web.novadesko.com, the record also shows the Total Purchases, Invoice Count, Last Invoice and Unpaid Amount indicators, as well as the Default accounting code (lines) and the default Bank card.