How to Add and Manage Suppliers
This article explains how to create and manage Suppliers in Helix. Suppliers represent vendors from whom inventory items are procured, and they are used throughout purchasing, GRNs, expenses, and payments.
🧭 What Suppliers Are Used For
Suppliers are required to:
-
Raise Purchase Orders
-
Record Goods Received Notes (GRNs)
-
Track credit terms and supplier-wise payables
- Link Inventory items to the relevant Supplier
📍 Navigation Path
Purchasing → Suppliers
➕ How to Add a Supplier
-
Click + Add Supplier (top-right)
-
Fill in:
-
Supplier Details (Code, Name, TRN)
-
Branch(es) the supplier provides items to
-
Credit Terms (define how long your clinic is allowed to take to pay a supplier after an invoice or bill is raised)
- Assign Ledger
- Other optional fields: Arabic name, Reference number, Address, Email
-
-
Click Submit
✅ Verification
-
Confirm the supplier appears in the supplier list
-
Repeat the same steps to add additional suppliers
📝 Notes
-
Suppliers should be linked to a ledger account (typically handled by Finance)
-
Supplier setup is a prerequisite for purchasing workflows