# Supplier Summary
Quick stats modal from the Supplier view — outstanding balance, recent purchase activity, and key supplier metrics at a glance.
Overview
Open from Purchase → Suppliers — select a supplier and open the Supplier Summary from the supplier view or list row action.
Panel title in ERP: Supplier Summary
What it shows. A compact snapshot of the selected supplier's purchase and accounts activity — outstanding payable balance, total purchases in the current period, open orders, open invoices, recent transaction count, and payment terms.
When to use it. Use before placing a new order or approving a payment to quickly assess the supplier's current balance and recent activity without running a full statement report.
How amounts are calculated. Outstanding balance reflects the supplier's accounts payable ledger balance as of today. Purchase totals use approved purchase invoices within the current month unless a date range is selected in the modal.
Use Cases
- Pre-order check — Before creating a purchase order, open Supplier Summary to confirm the supplier is active and review their outstanding balance.
- Payment approval — Quickly verify how much is owed to a supplier before approving a payment voucher.
- Supplier review meeting — Pull up the summary during vendor discussions to reference recent purchase volume and open commitments.
- Credit limit monitoring — Compare outstanding balance against agreed payment terms to decide whether to place additional orders on credit.
Filters
The modal may include a date range selector for purchase totals. Supplier scope is fixed to the supplier whose view you opened. No additional filters apply.
Columns
| **Field** | **Description** |
|-----------|-----------------|
| Supplier Name | Name of the supplier. |
| Supplier Code | Unique supplier code. |
| Outstanding Balance | Total payable amount owed to the supplier as of today. |
| Month Purchase | Total purchase invoice value in the current month. |
| Open Orders | Count and total value of approved purchase orders not fully received or closed. |
| Open Invoices | Count and total value of approved invoices not fully paid. |
| Payment Terms | Agreed credit period or payment terms. |
| Last Purchase Date | Date of the most recent approved purchase invoice. |
| Tax Reg. No | Supplier tax registration number. |
| Status | Active or Inactive. |
Actions
- Open Summary — launch the modal from the supplier list or supplier detail view
- View Statement — navigate to the full Supplier Statement report
- View Outstanding — navigate to Supplier Outstanding Invoices
- Create Order — start a new purchase order for this supplier
- Close — dismiss the summary modal
FAQ
Where do I open Supplier Summary?
From the Suppliers list or when viewing a supplier record, use the summary action or icon to open the modal.
How is outstanding balance calculated?
It reflects the supplier's accounts payable ledger balance including all approved invoices, debit notes, and payments recorded to date.
Does this include open quotations?
No. Quotations are not financial commitments. The summary focuses on orders, invoices, and payable balances.
Can I export the supplier summary?
No. For exportable data, use the Supplier Statement or Supplier Outstanding reports.
Does the summary include purchase expenses?
Yes, when they affect the supplier payable balance. Non-credit expenses settled immediately may not show as outstanding.
Why is order value different from invoice value?
Orders show committed spend; invoices show billed amounts. Uninvoiced receipts or partial billing create differences.
Can I open this for any supplier?
Yes, from the supplier list or supplier view when you have permission to view supplier transactions.