Vendors
A vendor is a contact you buy from. Vendors and customers share the same Contact model — a single contact can be both. The "vendor" flag just enables purchase-related behaviour.
Anatomy
| Section | Key fields for purchasing |
|---|---|
| Identity | Name, type, parent company, tags |
| Address | For shipping address on PO |
| Contact | Phone, email |
| Sales / Purchase | Vendor flag = on; purchase payment terms |
| Accounting | Payable account, fiscal position, Tax ID |
| Inventory | Default lead time, packaging |
| Internal Notes | Negotiated terms, contact preferences |
| Chatter | Communication log |
Critical fields for Bulgarian compliance
- Tax ID — vendor's EIK; appears on the NPR (purchase side)
- Fiscal position — drives VAT treatment (domestic / reverse-charge EU / non-EU import)
- Country — auto-applies fiscal position
A vendor used in a bill without a tax ID will flag in the VAT report.
Vendor pricelists
For products you buy regularly, configure the vendor's price + lead time on the product:
Inventory → Products → product → Purchase tab → Vendors tab.
Add the vendor, the price they charge, and their typical lead time. When you create a PO, PLANA suggests the right vendor based on the product's vendor list.
Multiple vendors per product
A product can have several vendor sources:
- Primary vendor (lowest cost or preferred)
- Backup vendors (when the primary is out of stock)
- Specialty vendors for specific variants
PLANA suggests vendors in the order they appear on the product's vendor list.
Vendor lead time
The vendor's typical lead time drives:
- The expected receipt date on a new PO
- Reordering rules — if a product needs to be re-stocked by date X, the PO must go out by
X – lead_time
Update lead time as you accumulate experience with each vendor.
Where to read more
- Purchase orders
- Three-way match
- Customers — the mirror contact role
- Vendor bills — accounting side