You can create profiles to manage the supplier you do business with using the Suppliers page in Pandle.
The Suppliers feature in Pandle is used for invoices from your suppliers that have offered you credit. That is, you don’t pay them straight away.
For example, you might have an account with a stationery company where you order stationery and pay them each month. The invoices from that supplier should be entered here, and the payments you make to them are entered through the Banking tab.
However, if you buy stationery from a physical stationery store you would simply enter those transactions in the Banking tab because you are paying straight away (with no supplier invoice required).
Just select 'Suppliers' from the navigation menu to get started.
On this page:
Entering supplier information into Pandle
Finding your way around the Suppliers screen
I can't see 'Suppliers' in the navigation menu
To keep things simple, you'll only see the 'Suppliers' menu option if you confirmed that suppliers invoice your business during the Pandle setup process. You can enable this option at any time.
Open the main Pandle settings menu, and select 'Company Settings'.
Select the 'Financial Info' tab.
And then check the option 'Do suppliers invoice the business?'
Creating new Suppliers in Pandle
There are two ways to set up new supplier in Pandle:
Import an existing list of suppliers (for instance, if you're moving to Pandle from another bookkeeping software). View the 'Importing Suppliers' tour.
Adding suppliers manually. View the 'Adding Suppliers' tour.
Viewing the Suppliers screen in Pandle
The suppliers screen will show you a list of all of the suppliers that you enter in Pandle.
Search, sort, and filter suppliers
Use the search bar to search and find supplier information quickly.
You can also filter your suppliers by clicking the filter button, and selecting what you would like to see.
To sort the list, click the column header that you would like to sort by, and click the header again the reverse the order.
For instance, click the 'Balance' header to sort your suppliers according to the balance on their account.
Choose how many suppliers you see per screen
In Pandle you can choose how many rows of information you see on the Suppliers screen. Just click the 'Row Count' button, and select the amount from the menu.
Select which columns to view
Edit the columns that you need to see on the Suppliers screen, and hide those that you don't.
Click the 'Column Select' button, and select or deselect the columns to show or hide them.
Supplier Reference: A unique code which identifies your supplier in Pandle.
Display Name: How the supplier name appears in Pandle. Click the supplier name to view a list of transactions relating to that supplier.
Balance: The balance of the supplier's account.
Status: This shows whether you have the supplier currently set to 'Active' or 'Inactive' in Pandle.
Actions: Use these options to enter a new invoice for that supplier, and edit the supplier's details. Use 'More' to add an attachment to the supplier's account, delete your supplier's details, and add or view notes associated with this supplier.
Export Suppliers from Pandle
You can export a list of suppliers from Pandle, including their account balance and current status. Click the 'Export' button, and Pandle will automatically download a .CSV file to your device.
Related topics:
For more detailed information on using our Suppliers features, please see the articles below: