Suppliers

The Suppliers section tracks the businesses and individuals you buy stock from on credit. You record purchases (which increase your debt to the supplier) and payments (which reduce your debt).

Supplier List

Navigate to Suppliers via the bottom navigation bar. The list shows:

• Supplier name and phone/contact
• Current balance (amount you owe them)
• Color-coded badge:
  • Red — you owe them money (positive balance)
  • Green — zero or negative balance (you over-paid)

Sorted by balance descending by default — who you owe the most appears at the top.

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Adding a Supplier

1. Tap + in the top-right corner of the Suppliers screen.
2. Fill in the form:

Field	Required	Notes
Name	Yes	Business or person name
Phone	No	Contact number; also used for WhatsApp
Contact Person	No	Name of the rep you deal with
Address	No	Supplier address for statements
Notes	No	Free-text internal notes

3. Tap Save.

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Supplier Profile

The supplier profile page mirrors the customer profile and contains:

Balance Summary

• Positive balance = you owe the supplier this amount
• Zero balance = fully settled
• Negative balance = you over-paid (supplier owes you)

Transaction History

Full chronological list of:

• Purchases (you bought stock → balance goes up)
• Payments (you paid the supplier → balance goes down)

Action Buttons

Button	Action
Add Transaction	Record a purchase or payment
Send WhatsApp Statement	Send statement via WhatsApp
Print Statement	Print/export as PDF
Edit Supplier	Modify supplier details

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Recording a Purchase

A purchase records that you received goods from the supplier on credit.

1. Open the supplier profile.
2. Tap Add Transaction → Purchase.
3. Enter:
   • Amount — total invoice value
   • Invoice Number — optional reference
   • Description — e.g. "Weekly stock delivery"
   • Date — defaults to today
4. Tap Save.

Your balance owed to the supplier increases by the entered amount.

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Recording a Payment to Supplier

1. Open the supplier profile.
2. Tap Add Transaction → Payment.
3. Enter:
   • Amount — cash/transfer sent to supplier
   • Reference — optional bank transfer reference
   • Date — defaults to today
4. Tap Save.

Your balance owed decreases by the payment amount.

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Printing a Supplier Statement

The print layout for suppliers is identical to the customer statement but from the opposite perspective — it shows what you purchased and what you paid, ending with your outstanding balance.

1. Open the supplier profile.
2. Tap Print Statement.
3. Review and print/save as PDF.

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Sending a WhatsApp Statement to Supplier

Useful for confirming your current balance with the supplier:

1. Ensure WhatsApp is connected (see WhatsApp Guide).
2. Open the supplier profile.
3. Tap the WhatsApp icon.
4. Review the generated message (shows your debt to them).
5. Tap Send.

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Balance Explanation for Suppliers

Balance Sign	Meaning
Positive (+10,000)	You owe the supplier 10,000
Zero (0.00)	You are fully settled with this supplier
Negative (-2,000)	Supplier owes you 2,000 (you over-paid)

tip

If you over-pay a supplier, the negative balance can be applied as credit against your next purchase. Simply record the next purchase and let the balance reconcile naturally.

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Supplier vs Customer: Key Difference

Concept	Customer	Supplier
Who owes whom?	Customer owes you	You owe the supplier
Debt transaction	Customer buys on credit	You buy stock on credit
Payment direction	Customer pays you	You pay the supplier
Positive balance means	Customer owes you	You owe supplier

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Deleting a Supplier

danger

Deleting a supplier removes all their transactions from your local database and syncs this deletion to all devices. This cannot be undone.

1. Open the supplier profile.
2. Tap ⋮ → Delete Supplier.
3. Confirm deletion.