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.

The supplier register listing suppliers with their material category badges, contact details, GST numbers and Active or Removed status — The supplier register — material categories, contact details, GST number and status for every supplier

Key things to notice:

Material category badges show what each vendor supplies (Concrete, Steel, etc.)
Status badges show whether a vendor is Active or Removed
Vendors you have removed are not offered 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. Material categories are recorded on the vendor for reference and for filtering the Vendors table — they do not restrict which materials the vendor can be picked for.

Editing and Managing Vendors

Edit — Update any vendor details at any time. Open the ⋯ menu at the end of the vendor's row and select Edit
Remove — Soft-delete a vendor from your project by setting status to Removed. Open the same ⋯ menu and select Remove. A vendor that is already removed is not offered it again

The row menu open on an active supplier in the register, offering Edit and Remove — The ⋯ menu at the end of a supplier's row — Edit, and Remove

Vendor Status

A vendor is Active from the moment you add them. Remove is the only status change you can make from the app, and it is a soft delete:

Status	Badge Color	What It Means
Active	Green	Set on creation. The vendor can be picked when logging a delivery
Removed	Red	Set by the Remove row action. The vendor is no longer offered in the delivery vendor dropdown

Removing a vendor doesn't affect their existing delivery records — those remain in the system for audit purposes. Removed vendors also stay visible in the Vendors table with a red badge, so you can still see who supplied what.

Viewing Vendor Delivery History

Click a supplier row to open its own page — contact and GST detail, how many deliveries they have made, what those cost, a breakdown per material, and the delivery history itself.

A supplier detail page showing contact and GST details, total deliveries and total cost, a per-material breakdown, and the supplier's delivery history — A supplier's own page — totals, a per-material breakdown, and every delivery they have made

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)

The supplier register filtered by Status to Active, with the removed supplier no longer listed — Status filter set to Active — removed suppliers drop out of the list

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 on creation; Removed once you remove the vendor

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 or 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