---
title: "The Supplier Dashboard"
canonical: "https://kb.myframeworks.com.au/space/CO/30516678/The%20Supplier%20Dashboard"
format: markdown
---
# The Supplier Dashboard

The **Supplier Dashboard** is your central hub for managing supplier information and transactions. From this dashboard, you can search for suppliers, view account details, manage invoices and payments, track purchase orders, and access supplier history and contacts.

## Accessing the Supplier Dashboard

Click the **Supplier Dashboard** icon at the top of the Frameworks Home page to access the main supplier functions:

- View and select recently used suppliers
- Perform basic and advanced supplier searches
- Access supplier-specific actions (based on your Frameworks configuration)

## Searching for Suppliers

### Basic Search

If you know the supplier ID or name:

1. Enter the **Supplier ID**, **Supplier name**, or partial information in the **Search** field.
2. Click **Find**.

To search for all suppliers, simply click **Find** without entering search criteria.

### Advanced Search Options

You can refine your search using these additional options:

- **Type field**: Select **Stock** or **Expense** suppliers, then press **Enter** or click **Find**
- **My Brand Only**: Tick this checkbox to display only your branded or hidden suppliers, then press **Enter** or click **Find**

## Supplier Dashboard Sections

Once you've selected a supplier, the dashboard provides access to these key areas:

### Payment Enquiry

Click **Payment Enquiry** to view supplier payments:

1. Search by **Supplier ID** or enter the **Payment No.** or **G/L Account** if known.
2. Click **Find** to display payment information.
3. Click **Cancel Payment** to cancel a supplier payment if required.

### Supplier Details

Click **Supplier Details** to view comprehensive supplier information:

- **Supplier information**: Displays supplier ID, type, contact details, and address information
- **Maintain**: Click to update supplier information
- **Send SMS**: Click to send an SMS message to the supplier

> ✅ Refer to [Sending an SMS to a Supplier via the Supplier Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/CHEAT/pages/24392602), for detailed SMS instructions.

### Trading Terms

Click **Trading Terms** to view supplier terms and rebate information:

- **Trading Terms**: View standard terms and conditions for goods or services
- **Supplier Rebates**: View applicable supplier rebate arrangements

### Invoices

Click **Invoices** to access supplier transaction information:

- **Open Transactions**: View, filter, and drill down on outstanding supplier invoices
- **Historical Transactions**: View, filter, and drill down on finalised and paid supplier invoices
  - Choose your date range, then click **Find Transactions**
- **Credit Claims**: View, filter, and drill down on supplier credit claims

### Orders and Receipts

Click **Orders and Receipts** to manage purchase orders and stock receipts:

#### Purchase Orders

- View, filter, and drill down on outstanding supplier purchase orders
- Choose your date range, then click **Find Orders**
- Filter by specific **Branch** if needed
- Tick **Show Closed** to include closed orders

#### Stock Receipts

- View, filter, and drill down on supplier stock receipts
- Choose your date range, then click **Find Receipts**
- Filter by specific **Branch** if needed

### Account Balances

Click **Account Balances** to view financial information:

- **Account balances**: View current supplier account status and payment information
- **Payment Enquiry**: Review previously made supplier payments
- **Invoice Maint**: Modify supplier expense or stock invoices

### Multiple Addresses

Click **Multiple Addresses** to view delivery locations:

- Site names and addresses
- Contact phone numbers for each location

### Contacts

Click **Contacts** to manage supplier contact information:

- View contact names, email addresses, phone and fax numbers
- Click **New Contact** to [create a new supplier contact](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28404652)

### Purchase History

Click **Purchase History** to analyse supplier purchase trends:

- **Purchases**: View purchase history by months, years, and previous years
- **Chart**: Display three financial years of purchases by month in graphical format

### Diary Notes/Attributes

Click **Diary Notes/Attributes** to manage supplier information and notes:

- **Diary Notes**: View and create supplier diary notes
  - Click **New Diary Note** to create a new entry
- **Attributes**: View and maintain supplier attributes
  - Click **Maintain** to update existing attributes for the selected supplier

> ℹ️ Use the dashboard's various sections to get a complete view of your supplier relationships, from financial status to purchase history, all in one convenient location.

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# Additional Information

> ✅ Refer to [Supplier Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28397304), for comprehensive information about supplier dashboard functionality.