Skip to main content

Suppliers

What it is

The procurement hub, in three tabs:

  • 👥 Vendor Directory — the supplier master, described below.
  • ✉️ Supplier RFQs — the supplier-RFQ screen, embedded whole.
  • 🛒 Purchase Orders — the purchase-order screen, embedded whole.

The tab you are on is written into the address bar, so a link can point straight at one.

Who can open it

Any signed-in staff account that is active. Two gates, both in proxy.ts: account status, then a feature grant while FEATURE_GRANULAR_RBAC is on, with the owner bypassing.

⚠️ The grant is ops.suppliers, not a finance one — even though Suppliers is listed under the Finance section of the sidebar. The sidebar's grouping and the access grants are separate things; if someone can see the menu entry but the page bounces them to the dashboard with ?denied=ops.suppliers, that is why.

Before you start

  • The directory is scoped to the entity you have selected in the top bar, and there is no entity dropdown on this screen. (Clients has one; Suppliers does not.) To see another company's suppliers, switch entity in the top bar.
  • Suppliers shared in from another of your companies always show, whatever entity is selected, and are read-only.
  • "Verified" means manually verified. The tiles count suppliers with a manual verification stamp; automatic email and phone checks are recorded separately and do not make a supplier "Verified" here.

Every control on the page

Header:

ControlWhat it does
Filters⚠️ The panel is empty and applies nothing. Use the search box.
ColumnsChoose which columns the directory shows. Remembered; Reset restores the defaults.
⋯ MoreExport CSV, Print, Archive selected, Bulk-tagonly Print works.

Vendor Directory tab:

Four tiles: Total Suppliers, Verified, Unverified, With Email.

ControlWhat it does
Search vendor directory...Matches the supplier name, the primary email and the contact person.
Saved ViewsSave and restore a search.
+ Add SupplierOpens the supplier form.

Per supplier:

ControlWhat it does
Port CoverageWhich ports this supplier serves, for the entity you have selected.
🔗 PortalCopies the supplier's portal login link to the clipboard.
Mark Comp. / ⚠ CompetitorFlags the supplier as a competing chandler, which excludes them from new-supplier suggestions. Click again to unflag.
EditOpens the form. Does nothing on a shared-in supplier.
DeleteRemoves the supplier.

Supplier form — entity, name, contact person, two mobiles, two landlines, two emails, TRN, payment terms and address. The dialog is titled Create New Supplier Profile or Updating: <name>.

Partly built — do not rely on these

  • 🔴 On an empty directory, "Bulk CSV Import" and "Discover Suppliers via AI" are dead links. This is A2Z-F133, recorded as BROKEN in the inventory: "href:'#' — dead links". Add Supplier on that same empty state does work.
  • ⋯ More → Export CSV, Archive selected and Bulk-tag do nothing.
  • The Filters panel is empty and applies nothing.
  • The "Data Hygiene: Vendor Audit → Audit Now" suggestion is a placeholder — it only pops up "Launching Directory Audit..." and audits nothing.

What it writes

ActionWhat it writes
Save (supplier form)Creates or updates the suppliers row.
Mark Comp. / ⚠ CompetitorToggles the competing-chandler flag on suppliers.
DeleteRemoves the supplier.
Port CoverageSaves the supplier's port coverage for the selected entity.
🔗 PortalCopies to the clipboard; writes nothing.

When it goes wrong

A supplier you know exists is missing. The directory is scoped to the selected entity and there is no dropdown here — switch entity in the top bar.

The page bounces you to the dashboard with ?denied=ops.suppliers. Your account has not been granted that feature. Note it is an ops grant despite the Finance grouping in the menu.

Edit does nothing on a supplier. It is shared in from another company and is read-only here.

Bulk CSV Import / Discover Suppliers via AI do nothing. They are dead links — see "Partly built".

A supplier keeps appearing in new-supplier suggestions. Flag them with Mark Comp.

Port Coverage will not open. It needs an entity selected in the top bar.

  • Clients — the customer equivalent, which does have an entity dropdown.
  • Address Book — contacts, as distinct from vendors.
  • RFQs — Id — where suppliers are ranked and sent split RFQs.