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Suppliers

Suppliers are organizations or individuals that supply goods and services to your business. In Ultro ERP supplier records store essential information used during procurement: contact persons, payment terms, preferred currencies, tax details, and banking information.

Key fields and features

  • Supplier name and code
  • Contacts and addresses (billing and shipping)
  • Default currency and payment terms
  • Preferred vendors and lead times
  • Tax registration (GST/VAT/PAN) and KYC documents
  • Supplier-specific price lists and contract terms

Typical workflows

  1. Viewing suppliers
  • Navigate to Partners → Suppliers to see the supplier list.
  • Use column filters to search by supplier name, country, or supplier rating.
  • Click a supplier row to open the supplier form and view contact info, purchase history and outstanding bills.
  1. Creating a supplier
  • Click Add New on the Suppliers page.
  • Complete required fields: Supplier name, address, currency, payment terms and tax details.
  • Attach KYC docs or vendor contracts in the supplier attachments section.
  1. Using suppliers in procurement
  • Select suppliers when creating RFQs and Purchase Orders; Ultro ERP will associate currency and payment terms automatically.
  • Track supplier performance using purchase history, lead time analytics, and on-time delivery metrics.
  • Reconcile supplier invoices against purchase orders and receipts to ensure accurate accounting.

Images / Examples

Use screenshots of the Suppliers list and Supplier form to guide users visually. Example image placeholder:

Tip: Maintain supplier contact details and preferred delivery locations for faster purchase order creation and smoother procurement workflows in Ultro ERP.