Supplier groups

For organisation admins · ~2 min read

Settings → Purchasing → Supplier Groups groups your suppliers and sets which control account their purchases post to.

Figure 1 — Supplier Groups with one open. Group by how you want purchases to appear in your accounts, not by how you think about suppliers day to day: if fabric and hardware post to different control accounts, that’s two groups. Changing a control account only affects future purchases, so do it at a period boundary.

Fields

Field	What it does
Code / Description	Identifier and the name shown
Control (GL) account	The general ledger account purchases from this group post to
Seq No	Display order
Status	Active or inactive

How to group them

Group by how you want purchases to appear in your accounts, not by how you think about suppliers day to day. If fabric suppliers and hardware suppliers post to different control accounts, that’s two groups.

Ask your bookkeeper first

The control account decides where purchases land in your accounts. Agree the grouping with whoever does your books before creating them — regrouping later means reposting.

Changing the control account

Changing it affects where future purchases post. Existing transactions stay where they were, so you’ll have a split across two accounts for that period — do it at a period boundary.

Common questions

Question	Answer
A supplier has no group	Set it on the supplier record.
Purchases posting to the wrong account	Check the supplier’s group, then that group’s control account.
Can I delete a group?	Set it inactive and move suppliers off it first.

See also

• Suppliers · General ledger