Vendor records
Keep supplier contact details and payment information together in a vendor record. Procurement and finance teams can refer to the same details when a purchase or payment needs review.
Keep purchasing connected
Bring vendor details, purchase activity and payments together.
Keep supplier contact and payment details in a vendor record that purchasing and finance teams can both use. Prepare purchase orders with the relevant information, then follow the payment activity connected to each supplier and order.
WHAT YOU CAN DO
The essentials, working together.
Practical tools for the work behind vendor management.
Purchase orders
Prepare orders using the vendor and purchase information needed for the transaction. Reusable order details help teams keep purchasing documents consistent across repeat work.
Payment context
Follow vendor payment activity alongside the related purchase order and supplier record. Keeping that context visible helps finance teams understand what a payment covers.
IN PRACTICE
Follow supplier work from record to payment
A vendor record keeps the contact and payment details that procurement and finance need during a purchase. Keeping these details together makes it easier to prepare the right purchase order and maintain a history of supplier activity.
Purchase orders can use configured templates and remain linked to the vendor workflow. When a payment is reviewed, the order and vendor details provide the context behind the amount, rather than leaving finance with an isolated transaction.
HOW TEAMS USE IT01 02 03
Supplier setup
Keep contact and payment information on the vendor record.
Purchase preparation
Prepare a purchase order using the relevant vendor and order details.
Payment follow up
Review the vendor payment alongside the purchase that led to it.
A SIMPLE FLOW
A clearer purchasing trail
Follow each step of the relationship from vendor details through purchase and payment.
See the workflow in a demo- 01
Maintain the vendor
Keep the vendor record up to date.
- 02
Prepare the order
Capture the purchase order details.
- 03
Track payment
Review payment activity in context.
MADE FOR YOUR TEAM
Useful context for the people doing the work.
Procurement teams
Maintain vendor details and prepare purchase orders from the same workspace. A connected record makes it easier to see which supplier is involved in each order.
Finance teams
Review the vendor and purchase order behind a payment. The related documents provide context when following amounts owed or checking payment activity.
Business owners
See supplier records, purchase activity and payments as parts of one process. That wider view helps business owners understand where vendor work stands.
SEE SMARTADMIN IN ACTION
See Vendor Management in your workflow.
Request a walkthrough with our team or explore SmartAdmin yourself.