Vendors

The Vendors section manages all your pharmaceutical suppliers — the companies you buy drugs and medical products from.

Permission required: Vendor:Read (to view), Vendor:Create/Update/Delete (to modify)

Viewing Vendors

Navigate to Vendors in the left sidebar.

The vendor list shows:

• Vendor name and type
• Outstanding balance (money still owed)
• Total invoice value (all invoices)
• Total paid amount

Filtering & Searching

Filter	Description
Search	Type any part of a vendor's name to filter the list
Type	Filter by vendor type (Manufacturer, Wholesaler, Agency, Dealer, Pharmacy)
Sort	Sort by Name, Type, or Outstanding Balance

Pagination

The list shows 10 vendors per page by default. Use the page controls at the bottom to navigate.

Vendor Types

Type	Description
Manufacturer	Company that produces pharmaceutical products
Wholesaler	Bulk distributor
Agency	Authorised sales agent
Dealer	Local reseller
Pharmacy	Another pharmacy

Own Pharmacy

The OwnPharmacy type is special — it represents your own pharmacy and is created only during the onboarding setup. It cannot be selected when creating regular vendors.

Creating a Vendor

1. Click + New Vendor in the top-right corner
2. Fill in the vendor details:
   • Name (required) — official business name
   • Type (required) — select from the vendor type list
   • Address — physical address
   • Phone — contact number
   • Email — contact email
   • Drug License Number 1 — primary license
   • Drug License Number 2 — secondary license
   • Additional License Numbers — add more if needed
3. Click Save

Editing a Vendor

1. Click on any vendor in the list to open their detail page
2. Click the Edit button
3. Update the fields and click Save

Vendor Detail Page

The vendor detail page shows:

• All vendor information
• Financial summary — outstanding balance, total invoiced, total paid
• Invoices tab — all invoices raised against this vendor
• Transactions tab — all payments recorded for this vendor

Deleting a Vendor

Vendors are soft-deleted — they are hidden from the list but all their invoice and transaction history is preserved.

1. Open the vendor detail page
2. Click Delete
3. Optionally enter a reason
4. Confirm

WARNING

Deleting a vendor does not delete their invoices or transactions — those remain in the system for record-keeping.

Downloading the Vendor Report

Click the Export Excel button on the vendor list page to download a .xlsx file of all active vendors.

Permission required: Vendor:Read