Suppliers

Add and manage suppliers, track contact and bank details, and monitor supplier performance.

The Suppliers module is your centralised directory of all businesses and individuals you purchase goods from. Maintaining accurate supplier records ensures smooth procurement, reliable payments, and meaningful performance tracking over time.

Adding a supplier

1. 1

   Navigate to Suppliers

   Go to Procurement → Suppliers from the sidebar.

2. 2

   Click Add Supplier

   Click the Add Supplier button to open the supplier form.

3. 3

   Enter business details

   Provide the supplier’s business name and, optionally, a trading name if it differs. Add a tax identification number if applicable.

4. 4

   Add contact information

   Enter the primary contact name, email address, phone number, and physical address. You can add multiple contacts if the supplier has separate sales, accounts, and delivery teams.

5. 5

   Add bank details

   Enter the supplier’s bank account information for payments — bank name, account number, and routing or sort code. This information is used when processing supplier payments.

6. 6

   Save

   Click Save to create the supplier record. The supplier will now appear in your directory and be available when creating purchase orders and stock receipts.

Supplier details

Each supplier record stores the following information:

• Business name and trading name — The legal entity name and any alternate trading name.
• Contact information — Primary and additional contacts with name, email, phone, and address.
• Bank information — Bank name, account number, and routing code for processing payments.
• Tax ID — The supplier’s tax identification or VAT number.
• Payment terms — Default payment terms (e.g. Net 30, Net 60) used when creating purchase orders.
• Notes — Free-text notes for any additional information about the supplier relationship.

Supplier performance

Over time, Eleo tracks key performance metrics for each supplier based on your procurement history:

• Delivery accuracy — How often the supplier delivers the correct quantities (based on GRN vs PO comparisons).
• On-time delivery rate — The percentage of deliveries that arrive by the expected date.
• Price consistency — Whether invoice prices match agreed PO prices, flagged through reconciliation.
• Order history — A log of all purchase orders, deliveries, and payments for the supplier.

Use these metrics to evaluate supplier reliability and make informed decisions about which suppliers to continue working with.