Supplier Profile template

What this template is

The Supplier Profile template stores wholesale vendor master data—vendor name, masked tax registration ID, payment terms, and contact details—for accounts-payable reference without duplicating every invoice line item.

When to use it (and when not to)

Good fits

• Vendor master record before first PO
• Tax ID and Net-30 terms for AP onboarding
• One profile per supplier; invoices as separate items

Use something else instead

Everyday workflows

Onboard a new vendor

1. Enable Supplier Profile under Enable category template packs → Retail & stores.
2. Create one item per vendor; fill Vendor and Tax registration ID.
3. Create Invoice / Receipt items per PO as expenses arrive.

AP handoff

1. Share vendor name and payment terms via selective disclosure—tax ID stays hard-blocked by default.
2. Use Vault tags to group vendors by category (packaging, freight, …).

Fields at a glance

What you need

Steps

Enable the pack

1. Unlock your vault and open Settings → General → Category templates (https://se.nt2.me/settings/general/templates).
2. Under Retail & stores, toggle Supplier Profile On.

Create a supplier item

1. Open https://se.nt2.me/assets and select Add asset → Supplier profile.
2. Enter a title and fill vendor name and tax registration ID.
3. Add payment terms and contact fields.
4. Save.

Link to invoices mentally

1. Use consistent vendor names across Invoice / Receipt titles or notes.
2. Edit payment terms when contracts renegotiate.

Share with AP staff

1. Open the item; use selective disclosure for vendor name and terms only.
2. Tax registration ID remains masked and hard-blocked in share flows by default.

Tips and common mistakes

• One profile per vendor—do not create a new profile for every invoice.
• Tax ID is sensitive—do not paste into Secure Note; use the masked field here.
• Not an ERP—NT² stores reference data only; it does not run AP workflows or 1099 filing.
• Portal logins in Credential—supplier website passwords stay out of this template.

Related

• Enable category template packs
• Invoice / Receipt template
• Merchant Account template
• Credential template
• Manage assets