Suppliers overview

Goal

Understand what a supplier is in BlueMatrix and how the supplier hub fits purchasing and AP.

Who it is for

Purchasing / AP clerks and managers with party.view. Profile balances need supplier_profile.view. Hub actions use party.update, party.delete, party.link, party.erase, or consent.manage as applicable.

How suppliers fit the cycle

1. Create a supplier from Suppliers → New supplier.
2. Optionally mark Also a customer for a dual-role party.
3. Use the party on purchase quotes / orders / bills, payments, debit notes, and related modules.
4. Open the supplier hub for identity, AP KPIs, roles, global identity, consents, and tabs by job: Purchasing (quotes, orders, bills, debit notes), Statement & payments (balances and payments), Relationship (CRM), Service & contracts, Projects and Files. Start the next document from the hub or the list preview: New bill (the primary action), New payment, New purchase order and New purchase quote open that form with this supplier already chosen; a bill also takes the supplier's address and payment terms. Each appears only when you may create that document (purchasing.manage, or payments.manage for a payment) and its module or feature is on. An archived supplier offers none, and the server still refuses a new bill, order or quote for one.
5. Archive when the supplier should leave active lists; GDPR erase is separate and privileged. Archived means no new business, not erased: the supplier can no longer get a new bill, purchase order or purchase quote, but you can still record a payment that settles its existing open bills (open the bill and choose Record payment). The payment must be fully allocated to that supplier's documents; unapplied prepayments stay for active suppliers.

Open the screen

Directory → Suppliers (party.view). Create: party.create. Edit: party.update.

Related

• Find suppliers
• Create a supplier
• Edit a supplier
• Parties setup
• Purchase bills