Vendor Details
The vendor detail page gives you a complete view of a vendor's information, their invoice history, and related documents. This page explains what you will find there and what you can edit.
Vendor Profile
Click on any vendor in the vendor list to open their detail page.
Read-Only Fields (Synced from ERP)
These fields come from your ERP and cannot be edited in Mod AI. To update them, make the change in your ERP and it will sync automatically.
| 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 payment terms. |
| Tax ID | Tax identification number (EIN, VAT, etc.). |
| Bank Details | Payment and banking information. |
| Status | Active or Inactive. |
Editable Fields (Mod AI-Specific)
These fields are unique to Mod AI and can be edited directly on the vendor detail page.
| Field | Description |
|---|---|
| Priority | Critical, High, Medium, or Low. Determines processing priority. |
| Categories | Custom tags for organizing vendors (e.g., "Office Supplies", "IT Services"). |
To edit these fields, click on the field value on the vendor detail page and make your changes.
To update vendor contact information, addresses, or payment terms, make the changes in your ERP. They will sync to Mod AI automatically.
Related Documents
The vendor detail page includes tabs showing all documents associated with this vendor:
- Invoices -- Every invoice from this vendor, with status, amount, and date.
- Purchase Orders -- All POs issued to this vendor.
- Receipts -- All receipts recorded for this vendor.
Each tab is searchable and sortable, so you can quickly find a specific document.
Vendor Stats
At the top of the vendor detail page, you will see summary statistics:
- Total Amount Invoiced -- The sum of all invoice amounts from this vendor.
- Number of Invoices -- How many invoices Mod AI has processed for this vendor.
- Average Invoice Amount -- The average invoice total for this vendor.
These stats give you a quick picture of your relationship with the vendor without needing to run a report.
Learn More
- Vendors Overview -- How vendors are created and managed.
- Vendor Matching -- How the AI matches invoices to vendors.