Overview
Module: Inventory Management → Suppliers → My Suppliers
The My Suppliers module is where you store and maintain all supplier records used across Dizlog.
From this screen you can:
See every supplier your company works with
Add new suppliers and update existing ones
Limit which locations can use a supplier
Link suppliers to payment terms and accounts
Import/export suppliers and upload opening balances
These supplier records are then used in other areas of the system, such as Purchase Orders, Purchase Requisitions, and reporting.
Key Features
From the screenshots and module names, this page includes:
Supplier list with search and filters
Search by supplier name
Filter by Location
View columns such as:
Company Name
Supplier Number
Location(s)
Last Updated
Total Item(s) (how many items are linked to that supplier)
Trade Classification
Supplier Mode
Actions (edit / delete)
Add & edit suppliers
Detailed New Supplier form with:
Company and contact details
Email, TIN, billing info
Consignment markup percentage
Supplier Type
Trade Classification
Supplier Mode
Default accounting account
Default payment terms
Location assignment
Bulk supplier actions (via + Add Supplier dropdown)
Import Suppliers
Bulk Update Suppliers
Export Suppliers
Supplier Bulk Balance Upload
Upload a file with opening balances by supplier
Choose A/P control and offset accounts
Optional posting of opening journals
Connections to other modules
Purchase Orders / Purchase Requisitions: use these suppliers when buying items
Payment Terms (Products & Services → Payment Terms): selectable on the supplier form
Locations: used in “Filter by Location” and “Assign to Location(s)”
Financial / Accounts: used in Default Accounting Category, A/P Control Account and Offset Account
Getting Started
Open the module
In the left menu, click Inventory Management to expand it.
Click Suppliers, then select My Suppliers.
You will land on the My Suppliers list page.
Review the page layout
Top filters bar
Search Supplier – text box to search by supplier name
Filter by Location – dropdown to show suppliers available to a chosen location
Buttons
+ Add Supplier (with dropdown arrow)
Bulk Balance Upload
Table
Shows your current suppliers with columns and action icons.
How to Use
1. View and search suppliers
Go to My Suppliers.
To search:
Click in Search Supplier and type part of the supplier’s name.
Click the search icon to apply the search.
To filter by location:
Open the Filter by Location dropdown.
Choose a location (for example, “Prod Regression Account”).
The list now shows only suppliers assigned to that location.
You can use both search and location filter together to quickly find a specific supplier.
2. Add a new supplier
On the My Suppliers page, click + Add Supplier (main button, not the dropdown arrow).
You will be taken to the New Supplier form.
Fill in the fields as needed:
Required fields
Supplier / Company Name *
Enter the legal or trade name of the supplier.
Contact Person Name *
Enter the primary contact person for this supplier.
Company & contact details (optional)
Company Phone Number (optional)
Contact Phone Number (optional)
Supplier Email Address (optional)
Supplier TIN Number (optional)
Billing Information (optional) – free text; typically billing address or notes.
Commercial settings
Consignment markup percentage
A numeric field (default appears to be 0).
Use this if you work with consignment stock and want to store a markup percentage.
Supplier Type
A dropdown (for example, “Distributor”).
Choose the type that best describes the supplier.
Trade Classification (optional)
Dropdown to group suppliers by classification (for reporting and filtering).
Supplier Mode (optional)
Dropdown for special modes or supplier arrangements (e.g., consignment, local, etc.—actual options will appear in the list).
Accounting & payment settings
Default Accounting Category / Select Account
Dropdown to select an account from your financial setup.
This links the supplier to a default account for accounting purposes.
Payment Terms (optional)
Dropdown Select Payment Terms.
Values come from Products & Services → Payment Terms module.
When you use this supplier in a Purchase Order, these terms can be applied by default.
Location assignment
Assign to Location(s)
Dropdown to choose one or more locations that can use this supplier.
Note below the field: leaving it empty makes the supplier available for all locations.
Attachments and saving
At the top right of the form you can:
Click Attachments to upload related files (e.g., contracts).
Click Cancel to discard changes.
Click Save Supplier to create the supplier.
After saving, you’ll be returned to the My Suppliers list and see the new supplier there.
3. Edit or delete a supplier
On the My Suppliers list:
Find the supplier row you want to change.
Under Actions:
Click the pencil icon to edit.
You will reopen the supplier form; adjust any field and click Save Supplier.
Click the trash icon to delete.
The system will usually ask you to confirm before removing the supplier.
Tip: Be careful when deleting suppliers that are used in existing purchase orders or history, as this may affect reporting.
4. Import, bulk update, and export suppliers
Next to + Add Supplier you’ll see a small dropdown arrow. Click it to open a menu with:
Import Suppliers
Use this to create multiple suppliers at once from a file.
Typical flow:
Click Import Suppliers.
Follow the on-screen guidance (usually: download a template file, fill it with supplier details, then upload it).
This is useful when migrating data from another system.
Bulk Update Suppliers
Use this to change many supplier records in one go (for example, update trade classification or modes).
Usual flow:
Export the current suppliers.
Adjust the file according to instructions.
Upload it back via Bulk Update Suppliers to apply changes.
Export Suppliers (X)
Downloads your current suppliers list as a file.
The number in brackets shows how many suppliers are included.
Useful for backup, offline review, or preparing bulk updates.
Since the exact file format is not shown, follow whatever instructions appear in each dialog (for example, CSV or Excel).
5. Upload supplier opening balances (Bulk Balance Upload)
The Bulk Balance Upload button lets you set or adjust opening balances for each supplier, connecting to your accounting module.
On My Suppliers, click Bulk Balance Upload.
A Supplier Bulk Balance Upload popup appears.
Inside the popup:
File selection
Click Choose File to select your prepared balance file.
Use Download Template file to get the required columns and format.
Posting options
Post opening journals (touch ledger) (checkbox)
If checked, the system will create opening journal entries based on the uploaded balances.
Journal date
Opening Date (Journal Date) *
Choose the date when the opening balances should take effect.
Accounts
A/P Control Account * – Select the account used for Accounts Payable.
Offset Account (Opening Equity) * – Select the account used as the balancing side for opening entries.
Upload
Review all fields.
Click Upload to process the file.
Note in the popup:
“When posting to ledger, the system books only the delta of Beginning Balance vs. previous value (per supplier).”
This means if you upload balances again, only the changes from the previous upload are posted.
Connected Modules
Based on the fields and labels, My Suppliers interacts with these parts of Dizlog:
Inventory Management
Purchase Orders – suppliers appear in the Supplier field when creating a PO.
Purchase Requisitions – may use suppliers for sourcing requests.
Locations – used for “Filter by Location” and “Assign to Location(s)”.
Products & Services
Payment Terms – selected on the supplier form to define default payment conditions.
Financial / Accounting
Chart of Accounts / Accounts – used in:
Default Accounting Category on the supplier form.
A/P Control Account and Offset Account in Bulk Balance Upload.
Items / Catalog
Total Item(s) column indicates how many items are linked to each supplier.
These connections ensure that once a supplier is set up properly, it works smoothly across purchasing, inventory, and accounting.
Troubleshooting
1. “I can’t see a supplier when creating a Purchase Order.”
Check that the supplier exists in My Suppliers.
Open the supplier record and confirm Assign to Location(s) includes the location you’re ordering from (or is left blank to allow all locations).
2. “The supplier’s payment terms on POs are wrong.”
Edit the supplier and check the Payment Terms field.
Update it to the correct term from the Payment Terms module and save.
3. “My bulk balance upload failed.”
Make sure you:
Used the correct template file.
Filled in all required columns (especially supplier identifier and balance).
Selected valid A/P Control and Offset accounts.
Entered a valid Opening Date (Journal Date).
4. “A supplier should no longer be used.”
If you want to keep history but avoid new orders:
Edit the supplier and adjust Supplier Mode, Locations, or other internal flags (for example, some setups use a trade classification or mode to indicate inactive).
If appropriate and allowed, use the delete (trash) icon, noting that this may affect selection in other modules.
By keeping your My Suppliers module clean and up to date, you make purchasing faster, improve reporting, and ensure that inventory and financial data stay in sync across Dizlog.