Vendor Center Guide

Use one vendor-focused workspace to review bills, purchase activity, payments, credits, and the main vendor tasks in QBM.

Vendors Purchasing End-User Guide

Overview

Tab Path: Vendors > Vendor Center

Vendor Center brings common purchasing and accounts payable work into one place. It helps users move quickly between bills, payments, orders, quotes, refunds, and vendor balance review.

Main goalReview vendor obligations and purchasing activity from one workspace.
Useful forPurchasing teams, finance users, and vendor follow-up.
Typical useStart the vendor task, then review lists and vendor reports without leaving the center.

Main Shortcuts

Shortcut What It Helps You Do
Purchase Quote Create a request-for-pricing style document for a vendor.
Purchase Order Create or review a formal order to the vendor.
Receive Items Open the receiving stage of the purchasing process where your workflow uses received items.
Pay Bills Record payment against open vendor bills.
Refunds Work with vendor credits or refund-related activity.
Vendor List / Add New Vendor Review vendor records or create a new vendor.

Lists And Follow-Up Links

  • Purchase Quote List: review open or historical vendor quotes.
  • Order List: track purchase orders not yet completed.
  • Invoice List: review vendor bills and purchasing history.
  • Refund List: follow vendor credits or refund-related activity.
  • Payment Transaction List: review how vendor payments were recorded.
  • Received Checks / Unposted Checks: review cheque-related activity where applicable.
  • Vendor List: return to the full list when you need to switch vendors quickly.

Reports And Analysis

Report Use It For
Vendor Balance Review what is currently payable to the vendor.
Open Bills See what still needs payment.
Open Orders Track outstanding purchasing commitments.
Purchase History / Purchase by Vendor Review spending history and buying patterns.
Payables Aging Summary / by Month Prioritize vendor payments and understand overdue obligations.
Contact List Support vendor communication and operational follow-up.

Suggested Daily Use

  1. Open Vendor Center when you need a fast view of the vendor's orders, bills, and balance position.
  2. Use the shortcut that matches the immediate task, such as Pay Bills or Purchase Order.
  3. Review related lists to see whether there are already open quotes, bills, refunds, or payments for the same vendor.
  4. Use the reports when decisions depend on aging, spending history, or open commitments.
  5. Return to Vendor Center if more than one follow-up action is needed for the same supplier.

Best Practice

  • Use Vendor Center as the daily control point for vendor balances and purchasing follow-up.
  • Review open orders and open bills together so purchasing and payment decisions stay aligned.
  • Check refunds or credits before making vendor payment when balances do not seem correct.
  • Use aging reports to prioritize payments without losing visibility over operational purchasing needs.