Supplier Settings
Standardize terms and compliance across every vendor
Central configuration for the supplier records everyone uses — managed payment terms, required document types, expiration reminders, and notification groups.
How it works
Every supplier record in the system inherits from a shared configuration that keeps terms consistent and compliance documents current. The Payment Terms tab defines the canonical list of term values — Net 30, Net 60, 2/10 Net 30 — that populate the supplier dropdown everywhere. Delete a term and the system warns you which suppliers still reference it before it goes.
The Document Compliance tab controls which supplier document types — insurance certificates, agreements, W-9s — require an expiration date at upload and therefore get tracked for renewal. Three reminder thresholds (default 90, 60, 30 days) trigger emails to everyone holding the configured permission key. That way the right people get nudged before a certificate lapses and a vendor becomes non-compliant.
What you get
Managed payment terms list
One list of term values keeps supplier records consistent and comparable across reports.
Safe term deletion
Before deleting a term, the system shows every supplier currently using it.
Required document types
Pick which supplier docs need expiration dates at upload — those get tracked for renewal.
Three reminder thresholds
Default 90, 60, 30 days. Fully configurable to match your compliance cadence.
Permission-based recipients
Anyone with the configured permission gets reminder emails — no manual recipient list to maintain.
Inline editing
Add, rename, and remove terms in-place without a separate management screen.
Common ways it's used
Other parts of Purchasing & Procurement
See Supplier Settings in action
Book a walkthrough with the team. We'll show you how it fits the rest of your workflow.