Vendors and FMCG customers

Vendors track who supplies you; FMCG customers represent trade outlets, distributors, or route accounts in fast-moving goods workflows.

Please note:

• Inbound receipts from vendors increase Track stock and products — keep product-vendor links current so margin reports stay accurate.
• Credit limits can block new orders when finance rules are connected; route changes should be coordinated with Vehicles and zones.

Vendor records

1. Open Vendors
2. Create supplier with payment terms, tax IDs, and default lead time
3. Link products or categories they fulfill
4. Use vendor context on purchase and receiving flows

Keep inactive vendors archived rather than deleted so historical POs stay traceable.

FMCG customer accounts

FMCG customers often mirror Companies in CRM but carry route, credit, and reporting fields specific to distribution.

Record type	Primary use	Key fields
Vendor	Inbound supply	Lead time, MOQ
FMCG customer	Route sales	Outlet tier, beat
Both linked	Private label	Contract SKU list

flowchart TD
  V[Vendor] --> PO[Purchase / receipt]
  PO --> ST[Stock inbound]
  ST --> O[Customer orders]
  FC[FMCG customer] --> O
  O --> PICK[Picking]
  PICK --> DEL[Delivery route]
  DEL --> RPT[FMCG reporting]

Credit and routes

Assign FMCG customers to zones and vehicles for recurring beats. Credit control and limits and overdue flags can block new orders when Finance rules are connected. Customer-specific price lists and active offers apply before orders enter Picking and orders.

Reporting

FMCG reporting rolls up sell-through, returns, and voids by customer tier — see FMCG reporting for dashboard filters. Align vendor costs with margin reports by keeping product-vendor links current and reconciling inbound stock in Track stock and products. Compare route performance on Logistics and live map when dispatch SLAs slip.

Permissions

Purchasing and customer master edits are often split — confirm your role before changing payment terms or route assignments.