View vendor details
The vendor detail page is a complete view of a vendor's information, invoice history, and related documents.
Open ERP Data in the navigation, select the vendor segment your company has configured, then select a vendor in the list. For example, one company may label this segment Vendors. See Browse ERP data for more about these lists.
Read-only fields from your ERP
Most vendor fields come from your ERP and cannot be edited in Clerked. To change them, update your ERP and let the change sync.
The following fields are examples from one configured vendor schema. Your company may use different labels or omit some of them.
| Field | Description |
|---|---|
| Vendor Name | The vendor's legal business name. |
| Contact Info | Email address and phone number. |
| Addresses | Billing and shipping addresses. |
| Payment Terms | Net 30, Net 60, or other terms. |
| Tax ID | EIN, VAT, or similar. |
| Bank Details | Payment and banking information. |
| Status | Active or Inactive. |
Editable Clerked fields
Some companies configure additional fields that can be edited in Clerked. For example:
| Example field | Description |
|---|---|
| Priority | Critical, High, Medium, or Low. Influences processing priority. |
| Categories | Custom tags for organizing vendors. |
Select a field value only when the page presents it as editable.
To update contact information, addresses, or payment terms, make the changes in your ERP. They sync to Clerked automatically.
Related documents
Depending on your company's schema, the page can include related records tied to this vendor, such as:
- Invoices from this vendor, with status, amount, and date.
- Purchase Orders issued to this vendor.
- Receipts recorded for this vendor.
Each configured related list can provide its own search and sort controls.
Items tied to this vendor
If your ERP maintains item master records against this vendor, those items are available to Clerked during line-item matching. That means:
- When an invoice line matches an item on the vendor's master, the agent can verify quantity and price against the expected values.
- The price change detected notice fires when an invoice line unit price differs significantly from the last approved invoice for the same vendor and item (invoice-to-invoice, not item-master-driven).
The items themselves are managed in your ERP. Clerked reads them.
Vendor stats
Some vendor schemas show summary statistics at the top of the detail page. Examples include:
- Total Amount Invoiced, the sum of all invoices from this vendor.
- Number of Invoices processed.
- Average Invoice Amount.
These give you a quick picture of the vendor relationship without running a report.