Manufacturers, vendors, purchase orders, installers

Four short, similar lists cover the supply side of the business. Each works the same way: browse the list, click New … to add, click a row to edit.

Manufacturers (/manufacturers)

The brands whose products you carry.

• Click New manufacturer to add one.
• The detail page has Overview and Products tabs. The Products tab lists every item in your catalog from that manufacturer.

Vendors (/vendors)

The companies you buy from (distributors, suppliers).

• Click New vendor to add one.
• The detail page is a single form: Name (required), Contact name, Account #, Email, Phone, Website, Notes, and an Active toggle. There's no separate address record on a vendor.

Purchase orders (/purchase-orders)

What you've ordered from a vendor.

Create a purchase order

1. Click New purchase order.
2. Pick a vendor.
3. Add line items by picking a product, then entering Quantity and Unit cost for each, and clicking Add line.

The list view columns are # / Vendor / Reference / Status / Ordered / Expected. Statuses: Draft, Submitted, Received, Partially received, Cancelled.

Receive stock as it arrives

When a shipment lands:

1. Open the PO.
2. On the line for the item you received, click Receive.
3. In the Receive stock dialog, the line's product name shows at the top. The Quantity received now field starts empty. Type in the quantity you've received — the Remaining: line beneath it shows how much is still outstanding on the line.
4. Click Receive to confirm.

The PO status updates from Draft / Submitted through Partially received to Received as lines get filled.

Installers (/installers)

The crews or individuals who do the install work.

• Click New installer to add one.
• The detail page has Display name, Skills (comma-separated, e.g. carpet, lvp, hardwood), Notes, and an Active toggle.

Skills feed the calendar's clash detection so the right specialty turns up for a given line.