Vendor Management

Manage approved material suppliers with contact details, material categories, statuses, and delivery tracking.

The Vendors tab lets you manage the suppliers approved to deliver materials to your project. Track contact details, material categories, and status for each vendor. Use the Deliveries tab to view any vendor's full delivery history and cost contribution.

Overview

When you open the Vendors tab, you see a table of all registered vendors. Each row shows the vendor's name and contact person, the material categories they supply, their contact details, GST number, and current status.

Key things to notice:

Material category badges show what each vendor supplies (Concrete, Steel, etc.)
Status badges indicate whether a vendor is Active, Suspended, or Removed
Only Active vendors can be selected when logging new deliveries

Adding a Vendor

Open the Add Vendor dialog

Click Add Vendor in the toolbar.

Enter vendor details

Enter the Vendor Name (required) — the company's business name
Select Material Categories (required) — the types of materials they supply (multi-select: Concrete, Steel, Cement, etc.)
Fill in contact details as available:
- Contact Person — primary point of contact
- Phone and Email
- Address
- GST Number — tax identification (where applicable)
Add optional Notes — internal notes about the vendor

Save the vendor

Click Add Vendor. The vendor is immediately available for selection when logging new deliveries in materials matching their categories.

Editing and Managing Vendors

Edit — Update any vendor details at any time. Click the vendor row and select Edit from the actions menu
Remove — Soft-delete a vendor from your project by setting status to Removed. Click the vendor row and select Remove

Changing Vendor Status

Use vendor status to control which suppliers can receive new deliveries:

Status	Badge Color	Delivery Access	What It Means
Active	Green	Can receive deliveries	Supplier is available and approved
Suspended	Amber	Cannot receive deliveries	Temporarily unavailable — performance issues, contract hold, etc.
Removed	Red	Cannot receive deliveries	Deactivated — hidden from the active vendor list

Changing a vendor's status doesn't affect their existing delivery records — those remain in the system for audit purposes. Only future delivery logging is restricted.

Viewing Vendor Delivery History

Quick Access

To see all deliveries from a specific vendor, switch to the Deliveries tab and filter by vendor name. You can also group by Vendor to see each supplier's complete delivery record, total costs, and approval history.

Filtering

Filter	Options
Search	Filter by vendor company name
Status	Active, Suspended, Removed (multi-select via column filter)

Reference

Vendor Record Fields

Field	Required	Description
Vendor Name	Yes	Company's business name
Material Categories	Yes	Types of materials they supply (multi-select badges)
Contact Person	No	Primary contact name
Phone	No	Contact phone number
Email	No	Contact email address
Address	No	Business address
GST Number	No	Tax identification number
Notes	No	Internal notes (not visible to vendor)
Status	Auto	Active (default), Suspended, or Removed

Vendors Table Columns

Column	What It Shows
Vendor	Company name with contact person below
Materials	Material category badges (Concrete, Steel, etc.)
Contact	Phone and email with icons
GST	GST number
Status	Status badge (Active, Suspended, Removed)

Deliveries — Delivery records reference vendors — filter by vendor for full delivery history
Inventory — Materials supplied by your vendors
Getting Started — End-to-end walkthrough