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Everything you need to know about using Laureo

Vendors

Keep the suppliers you raise purchase orders against

What a vendor is

A supplier you buy stock from on a purchase order.

A vendor is a supplier record: a name, a way to contact them, the currency you normally buy in, and the payment terms you agreed. Every purchase order is raised against one. Vendors sits in the sidebar under Sales & Billing, directly beside Purchase Orders, and is the screen where you add, edit, retire and delete them.

Vendors are shared reference data for the whole organization, not records owned by a rep. Everyone who can see a purchase order sees the same supplier list.

If you do not see Vendors in the sidebar

Two things hide it. It is part of the goods lane, so an organization set up for services only does not show it at all. And it uses the same permission as Purchase Orders, so you need Purchase Orders: View to open the page and Purchase Orders: Edit to change anything on it. Without the view permission the page sends you back to your home page.

The vendor list

One row per supplier, with the detail a buyer needs before raising an order.

The heading shows the vendor count for the view you are on. Below it are three controls, left to right:

Active / All switches between only the suppliers still in use and every supplier ever added. The page opens on Active.
Search vendors matches on the supplier name. It does not search email, phone or the linked company.
Add vendor opens the create panel. It only appears if you can edit.

Each row carries the vendor name with its linked company underneath (or No linked company), the contact email and phone, the payment terms, the default currency, and an Active or Inactive status. Changing the search or the status filter always returns you to page one, so a filter can never strand you on an empty page.

Adding and editing a vendor

One panel, the same fields either way.

Open the panel

Click Add vendor in the header, or Edit on the row you want to change. The header button is the only place the create panel opens from: because the page opens on Active, a workspace with no vendors yet sees the filtered empty state, which reads No active vendors yet and offers Show all vendors rather than an Add vendor action.

Fill in the supplier

Only the name is required. Everything else is optional and can be added later.

Save

Add vendor creates it and Save changes updates it. If the server refuses, the panel shows the reason it gave, such as a name that is missing or a currency it does not support.

Field	Description
Name*	The supplier name. This is what the list, the purchase order picker and every purchase order show.
Company	Optional link to a company record you already have. Search by name; pick No company to clear it.
Email	A contact address for the supplier.
Phone	A contact number for the supplier.
Default currency	The currency a purchase order for this supplier starts in. The new purchase order screen offers no currency picker, so this field is the only thing that sets it. Leave it as No default and the order is raised in US dollars, whatever your workspace currency is, so set it here for any supplier you buy from in something else.
Payment terms	Free text for the terms you agreed, for example Net 30. Nothing calculates from it; it is there so the buyer raising the order can see it.
Active	Only on an existing vendor. Clearing it retires the supplier without deleting anything.

The company link needs its own permission

The Company picker only appears if you can view companies. If you cannot, the panel opens without it and saving leaves any existing link exactly as it was, so you can edit a supplier you are allowed to edit without silently unlinking it.

Deactivating and deleting

Deactivate to retire a supplier. Delete only removes a mistake.

Deactivate is the normal way to stop using a supplier. It is reversible, it keeps every purchase order that references them intact, and the row stays visible under All with an Inactive status. Reactivate on the same row puts them back.

Delete removes the record permanently and asks you to confirm first. It is for a supplier you added by mistake.

A supplier on a purchase order cannot be deleted

If any purchase order references the vendor, the delete is refused and the dialog tells you so: This vendor is referenced by a purchase order and cannot be deleted. Deactivate it instead. That is the guard which keeps your purchase history readable.

How vendors reach a purchase order

The picker on a new purchase order reads this list.

When you start a purchase order, the vendor picker offers your active suppliers. A deactivated supplier is not offered, which is exactly what deactivating is for. If you have no vendors at all, that screen links straight here so you can add the first one.

Asking the assistant

Vendors are part of what Laureo can work with.

The assistant can list your vendors, add one, update one, and delete one, with your own permissions and nothing more. Creating, changing or deleting a supplier is a change, so it shows you what it is about to write and waits for you unless your organization has turned automatic changes on. Ask it things like which suppliers are on Net 30 or add a vendor called Northwind with a EUR default currency.