@happyvertical/smrt-planner 0.57.4 → 0.57.6

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (487) hide show
  1. package/app/404.html +21 -21
  2. package/app/_app/immutable/assets/AppShell.DrL8T9I9.css +1 -0
  3. package/app/_app/immutable/assets/labels.AVmg4hBz.css +1 -0
  4. package/app/_app/immutable/chunks/{ukqw0V0Z.js → 0as86J1A.js} +1 -1
  5. package/app/_app/immutable/chunks/{B6GaAylQ.js → B7d7dGCP.js} +1 -1
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  30. package/app/_app/immutable/entry/{app.C-mGsUDb.js → app.C_C191oT.js} +2 -2
  31. package/app/_app/immutable/entry/start.C01jT-Kj.js +1 -0
  32. package/app/_app/immutable/nodes/{0.CG8nFTeW.js → 0._tbUx7Ky.js} +1 -1
  33. package/app/_app/immutable/nodes/{1.BY2zPWBD.js → 1.CTatAlE5.js} +1 -1
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  39. package/app/_app/immutable/nodes/{2.DR5lKFBV.js → 2.GYBHfqdI.js} +3 -3
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  47. package/app/_app/version.json +1 -1
  48. package/app/advanced-styles/index.html +26 -26
  49. package/app/ai/index.html +30 -30
  50. package/app/blueprint/index.html +23 -23
  51. package/app/cookbook/index.html +23 -23
  52. package/app/index.html +32 -32
  53. package/app/m/ads/AdDeliveryTier/index.html +26 -26
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  90. package/app/m/commerce/HistoricalCustomerFundsAllocation/index.html +26 -26
  91. package/app/m/commerce/HistoricalSalesLine/index.html +26 -26
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them.</p> <p class="meta svelte-1e5i8ao"><code>commerce.sales</code> · from
66
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aria-expanded="false" disabled=""><span class="smrt-workspace-account-menu__open svelte-1703h4r">Open account menu</span> <span class="avatar sm svelte-3d1ux4" aria-hidden="true" data-smrt-component="Avatar"><!--[-1--><span class="avatar__initials svelte-3d1ux4" role="img" aria-label="You">YO</span><!--]--> <!--[-1--><!--]--></span><!----> <span class="smrt-workspace-account-menu__identity svelte-1703h4r"><span class="smrt-workspace-account-menu__summary svelte-1703h4r">You</span> <!--[-1--><!--]--></span> <span class="smrt-workspace-account-menu__indicator svelte-1703h4r" aria-hidden="true">•••</span></button> <!--[-1--><!--]--></div><!----><!--]--><!--]--><!----><!--]--></div><!--]--><!----></div><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--></div></aside><!--]--> <main id="smrt-admin-shell-main" class="smrt-admin-shell__main svelte-1ifuk0b"><div class="smrt-layout-live svelte-1pgtgoi" role="status" aria-live="polite"></div> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[0--><!--[0--><!----><!--]--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!----> <span hidden="" data-smrt-planner-anchor=""></span><!----> <!--[--><!--[0--><main class="svelte-1r2e3yg"><header class="svelte-1r2e3yg"><div class="bar svelte-1r2e3yg"><p class="meta svelte-1r2e3yg"><a href="../../">Planner</a> / Sales options</p> <div class="icons svelte-1fbsd8p"><a href="../../recipes/commerce.sales/help/" title="Sales help" aria-label="Sales help" class="svelte-1fbsd8p"><svg xmlns="http://www.w3.org/2000/svg" width="22px" height="22px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M11 18h2v-2h-2v2zm1-16C6.48 2 2 6.48 2 12s4.48 10 10 10 10-4.48 10-10S17.52 2 12 2zm0 18c-4.41 0-8-3.59-8-8s3.59-8 8-8 8 3.59 8 8-3.59 8-8 8zm0-14c-2.21 0-4 1.79-4 4h2c0-1.1.9-2 2-2s2 .9 2 2c0 2-3 1.75-3 5h2c0-2.25 3-2.5 3-5 0-2.21-1.79-4-4-4z"></path></svg><!----></a> <a href="../../recipes/commerce.sales/" 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  Commerce</p> <!--[0--><p class="meta svelte-1e5i8ao">Needs: <!--[--><!--[-1--><!--]--><a href="../../recipes/commerce.customers/">Customers</a><!--]--></p><!--]--> <div class="actions"><button type="button" class="svelte-1e5i8ao">Add Sales to my app</button></div></header> <div class="adds svelte-1e5i8ao"><!----><h2 class="svelte-1e5i8ao">What it adds<!----></h2><!----> <ul class="svelte-1e5i8ao"><!--[--><li><!--[-1-->Sales orders<!--]--> <span class="meta svelte-1e5i8ao">list, create, edit and delete views for Order</span></li><!--]--></ul></div> <!--[-1--><p class="meta svelte-1e5i8ao">Add this recipe to set its options.</p><!--]--></section><!--]--></main><!--]--><!--]--><!----><!----><!----></main> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--></div><!--]--><!----></div><!----><!----><!----></div><!--]--><!--]--> <!--[-1--><!--]--><!--]-->
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svelte-1nuwlgo"><p class="meta svelte-1nuwlgo"><a href="../../../">Planner</a> / <a href="../../../recipes/commerce.vendors/">Vendors</a> / Help</p> <div class="icons svelte-1fbsd8p"><a href="../../../recipes/commerce.vendors/help/" title="Vendors help" aria-label="Vendors help" aria-current="page" class="svelte-1fbsd8p"><svg xmlns="http://www.w3.org/2000/svg" width="22px" height="22px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M11 18h2v-2h-2v2zm1-16C6.48 2 2 6.48 2 12s4.48 10 10 10 10-4.48 10-10S17.52 2 12 2zm0 18c-4.41 0-8-3.59-8-8s3.59-8 8-8 8 3.59 8 8-3.59 8-8 8zm0-14c-2.21 0-4 1.79-4 4h2c0-1.1.9-2 2-2s2 .9 2 2c0 2-3 1.75-3 5h2c0-2.25 3-2.5 3-5 0-2.21-1.79-4-4-4z"></path></svg><!----></a> <a href="../../../recipes/commerce.vendors/" title="Vendors options" aria-label="Vendors options" class="svelte-1fbsd8p"><svg xmlns="http://www.w3.org/2000/svg" width="22px" height="22px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M19.14 12.94c.04-.3.06-.61.06-.94 0-.32-.02-.64-.07-.94l2.03-1.58a.49.49 0 0 0 .12-.61l-1.92-3.32a.488.488 0 0 0-.59-.22l-2.39.96c-.5-.38-1.03-.7-1.62-.94l-.36-2.54a.484.484 0 0 0-.48-.41h-3.84c-.24 0-.43.17-.47.41l-.36 2.54c-.59.24-1.13.57-1.62.94l-2.39-.96c-.22-.08-.47 0-.59.22L2.74 8.87c-.12.21-.08.47.12.61l2.03 1.58c-.05.3-.09.63-.09.94s.02.64.07.94l-2.03 1.58a.49.49 0 0 0-.12.61l1.92 3.32c.12.22.37.29.59.22l2.39-.96c.5.38 1.03.7 1.62.94l.36 2.54c.05.24.24.41.48.41h3.84c.24 0 .44-.17.47-.41l.36-2.54c.59-.24 1.13-.56 1.62-.94l2.39.96c.22.08.47 0 .59-.22l1.92-3.32c.12-.22.07-.47-.12-.61l-2.01-1.58zM12 15.6c-1.98 0-3.6-1.62-3.6-3.6s1.62-3.6 3.6-3.6 3.6 1.62 3.6 3.6-1.62 3.6-3.6 3.6z"></path></svg><!----></a></div><!----></div> <h1 class="svelte-1nuwlgo">Vendors help</h1></header> <!--[--><section aria-label="Vendors" class="svelte-1o06wj"><!--[-1--><!--]--> <!--[0--><article class="help svelte-cw30hy"><!--[--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Overview<!--]--><!--]--><!----></h2><!----><!--]--><!--[1--><p class="svelte-cw30hy"><!--[--><!--[3-->Vendors is your list of the suppliers you buy from. Each record holds who they are, how to reach them and the terms you have agreed, so you can order from them quickly and keep track of what you have bought.<!--]--><!--]--><!----></p><!--]--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Tasks<!--]--><!--]--><!----></h2><!----><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Add a vendor<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Choose the <!--]--><!--[0--><strong><!--[--><!--[3-->New<!--]--><!--]--><!----></strong><!--]--><!--[3--> button above the list.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Enter <!--]--><!--[0--><strong><!--[--><!--[3-->Default contact email<!--]--><!--]--><!----></strong><!--]--><!--[3--> and <!--]--><!--[0--><strong><!--[--><!--[3-->Default contact phone<!--]--><!--]--><!----></strong><!--]--><!--[3--> for the person you normally deal with.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Set the <!--]--><!--[0--><strong><!--[--><!--[3-->Currency<!--]--><!--]--><!----></strong><!--]--><!--[3--> they bill you in and your <!--]--><!--[0--><strong><!--[--><!--[3-->Payment terms<!--]--><!--]--><!----></strong><!--]--><!--[3-->, for example "Net 30".<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Save. The vendor is now on your list and ready to use on a purchase order.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Note how a vendor likes to work<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Open the vendor from the list and choose Edit.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Enter <!--]--><!--[0--><strong><!--[--><!--[3-->Lead time days<!--]--><!--]--><!----></strong><!--]--><!--[3-->, the number of days they usually need between your order and delivery, so you can plan ahead.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Enter <!--]--><!--[0--><strong><!--[--><!--[3-->Minimum order amount<!--]--><!--]--><!----></strong><!--]--><!--[3--> if they will not accept small orders.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Use <!--]--><!--[0--><strong><!--[--><!--[3-->Notes<!--]--><!--]--><!----></strong><!--]--><!--[3--> for anything else worth remembering, such as the best time to call.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Keep payment details in one place<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Open the vendor and choose Edit.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Record where payments to this vendor should be sent, so it is all in one place.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Set <!--]--><!--[0--><strong><!--[--><!--[3-->Status<!--]--><!--]--><!----></strong><!--]--><!--[3--> to show whether you still buy from them: active, inactive or suspended.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--]--> <!--[0--><section aria-label="Fields" class="svelte-cw30hy"><!----><h2 class="svelte-cw30hy">Fields<!----></h2><!----> <!--[--><section id="commerce.vendors-fields-Vendor" aria-label="Vendor fields" class="svelte-cw30hy"><!--[-1--><!--]--> <dl class="svelte-cw30hy"><!--[--><dt class="svelte-cw30hy">Name</dt> <dd class="svelte-cw30hy">Links this vendor to their profile record, where their name and contact details are kept.</dd><dt class="svelte-cw30hy">Lead time days</dt> <dd class="svelte-cw30hy">How many days the vendor usually takes between your order and delivery.</dd><dt class="svelte-cw30hy">Minimum order amount</dt> <dd class="svelte-cw30hy">The smallest order the vendor will accept.</dd><dt class="svelte-cw30hy">Payment terms</dt> <dd class="svelte-cw30hy">How long you have to pay this vendor, written the way you would say it, for example "Net 30".</dd><dt class="svelte-cw30hy">Currency</dt> <dd class="svelte-cw30hy">The currency this vendor bills you in.</dd><dt class="svelte-cw30hy">Tax id</dt> <dd class="svelte-cw30hy">The vendor tax or VAT registration number kept on file.</dd><dt class="svelte-cw30hy">Default tax code</dt> <dd class="svelte-cw30hy">The tax code normally used when buying from this vendor.</dd><dt class="svelte-cw30hy">Default contact email</dt> <dd class="svelte-cw30hy">The email address you normally use to reach this vendor.</dd><dt class="svelte-cw30hy">Default contact phone</dt> <dd class="svelte-cw30hy">The phone number you normally use to reach this vendor.</dd><dt class="svelte-cw30hy">Status</dt> <dd class="svelte-cw30hy">Whether you still buy from this vendor, for example active or inactive.</dd><dt class="svelte-cw30hy">Notes</dt> <dd class="svelte-cw30hy">Anything worth remembering about this vendor.</dd><dt class="svelte-cw30hy">Payout addresses</dt> <dd class="svelte-cw30hy">Where payments to this vendor should be sent.</dd><dt class="svelte-cw30hy">Contacts</dt> <dd class="svelte-cw30hy">The people you deal with at this vendor, with their role and how to reach them.</dd><!--]--></dl></section><!--]--></section><!--]--></article><!--]--></section><!--]--> <section class="panel svelte-kxkftj" aria-label="Connect other tools"><details class="disclosure svelte-ma3p8w" data-smrt-component="Disclosure"><summary aria-disabled="false" class="svelte-ma3p8w"><span>Connect other tools</span><span class="chevron svelte-ma3p8w" aria-hidden="true">⌄</span></summary> <div class="content svelte-ma3p8w"><!--[0--><p class="lede svelte-kxkftj">For connecting other software or an AI assistant to this app. All of it is
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+ <div style="display: contents"><!--[--><!--[0--><!--[--><!--[-1--><!--]--> <div class="shell-host svelte-12qhfyh"><!--[-1--><!--]--> <!----> <div class="smrt-theme-root svelte-1vy8ks8" data-theme="smrt" data-color-scheme="light" data-contrast="standard" data-smrt-component="ThemeProvider"><!--[-1--><div class="smrt-admin-shell svelte-1ifuk0b" data-top-state="collapsed" data-left-state="expanded" data-right-state="collapsed" data-bottom-state="hidden" data-viewport="desktop" data-bottom-bar="none" style="--smrt-admin-shell-left-track: 16rem; --smrt-admin-shell-right-track: 0rem; --smrt-admin-shell-top-track: 3.5rem; --smrt-admin-shell-bottom-track: 0rem; --smrt-admin-shell-left-collapsed: 4.25rem; --smrt-admin-shell-right-collapsed: 0rem; --smrt-admin-shell-left-expanded: 16rem; --smrt-admin-shell-right-expanded: 20rem; --smrt-admin-shell-top-expanded: 18rem; --smrt-admin-shell-bottom-expanded: 18rem; --smrt-admin-shell-bottom-track: 0rem; --smrt-admin-shell-right-track: 0rem; 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alt=""/><!--]--> <!--[-1--><div class="smrt-admin-shell__brand-text svelte-r3uxsf wordmark"><strong class="svelte-r3uxsf">Planner</strong><!--[-1--><!--]--></div><!--]--><!--]--><!----></a><!--]--><!----><!--]--><!--[1--><span class="smrt-layout-toggle svelte-1pgtgoi" data-testid="layout-edit-toggle"><button type="button" class="smrt-shell-icon-button svelte-1mggjot" aria-label="Edit layout" title="Edit layout" aria-pressed="false" data-smrt-component="ShellIconButton"><!--[1--><svg viewBox="0 0 24 24" width="18" height="18" fill="currentColor" aria-hidden="true" focusable="false"><path d="M3 17.25V21h3.75L17.81 9.94l-3.75-3.75L3 17.25zM20.71 7.04a1 1 0 0 0 0-1.41l-2.34-2.34a1 1 0 0 0-1.41 0l-1.83 1.83 3.75 3.75 1.83-1.83z"></path></svg><!--]--></button><!----></span><!----><!--]--><!--]--><!----><!--]--></div><!--]--><!----> <!--[1--><div class="smrt-admin-shell__slot smrt-admin-shell__slot--header-center svelte-1ifuk0b" data-slot="header.center"><!--[--><!--[--><!--[1--><!--[0--><!--[-1--><button type="button" aria-busy="false" class="smrt-button__root smrt-button__ghost smrt-button__sm smrt-command-palette-trigger svelte-1yq1ej5" aria-label="Search" aria-haspopup="dialog" aria-expanded="false" aria-keyshortcuts="Control+K Meta+K" data-smrt-component="Button"><!--[-1--><!--]--> <span class="smrt-button__content svelte-1yq1ej5" data-smrt-part="label"><svg viewBox="0 0 24 24" width="18" height="18" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" aria-hidden="true" focusable="false"><circle cx="11" cy="11" r="7"></circle><path d="m20 20-3.5-3.5"></path></svg> <!--[0--><span class="smrt-command-palette-trigger__label svelte-122kczf">Search</span> <!--[0--><kbd class="smrt-command-palette-trigger__hint svelte-122kczf">Ctrl+K</kbd><!--]--><!--]--><!----></span></button><!--]--><!--]--> <!--$s1--><dialog class="modal modal--md modal--center svelte-1ebmadl" aria-label="Search" data-smrt-component="Modal"><div class="modal__container svelte-1ebmadl"><!--[-1--><!--]--> <div class="modal__body svelte-1ebmadl" data-smrt-part="body"><!--[0--><div class="smrt-command-palette svelte-c516pr"><div class="smrt-command-palette__field svelte-c516pr"><svg class="smrt-command-palette__search-icon svelte-c516pr" viewBox="0 0 24 24" width="18" height="18" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" aria-hidden="true" focusable="false"><circle cx="11" cy="11" r="7"></circle><path d="m20 20-3.5-3.5"></path></svg> <input type="text" value="" placeholder="Search or run a command" aria-label="Search" class="smrt-input__root smrt-command-palette__input svelte-zo4qku" role="combobox" aria-expanded="false" aria-controls="smrt-palette-list-s1" aria-autocomplete="list" autocomplete="off" autocapitalize="off" spellcheck="false" enterkeyhint="go" data-smrt-component="Input"/><!----></div> <div class="smrt-command-palette__list svelte-c516pr" id="smrt-palette-list-s1" role="listbox" aria-label="Results" aria-busy="false"><!--[--><!--]--></div> <!--[0--><p class="smrt-command-palette__empty svelte-c516pr"></p><!--]--> <div class="smrt-command-palette__hints svelte-c516pr" aria-hidden="true"><span><kbd class="svelte-c516pr">↑</kbd><kbd class="svelte-c516pr">↓</kbd> to move</span> <span><kbd class="svelte-c516pr">↵</kbd> to select</span> <span><kbd class="svelte-c516pr">Esc</kbd> to close</span></div> <div class="smrt-command-palette__live svelte-c516pr" role="status" aria-live="polite"></div></div><!----><!--]--></div> <!--[-1--><!--]--></div></dialog><!----><!----><!--]--><!--]--><!----><!--]--></div><!--]--><!----> <!--[-1--><!--]--> <!--[1--><div class="smrt-admin-shell__slot smrt-admin-shell__slot--header-end svelte-1ifuk0b" data-slot="header.end"><!--[--><!--[--><!--[1--><a class="header-link svelte-d0fjw8" href="../../../" aria-label="Plan the app" title="Plan the app" style="--smrt-header-icon-link-transition-name: planner-customize;"><svg xmlns="http://www.w3.org/2000/svg" width="18px" height="18px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M4 9.5a3.5 3.5 0 1 1 7 0a3.5 3.5 0 1 1-7 0zM13 9.5a3.5 3.5 0 1 1 7 0a3.5 3.5 0 1 1-7 0zM8 7a4 4 0 1 1 8 0a4 4 0 1 1-8 0zM6 9.5h12V15H6zM7 16.5h10a1 1 0 0 1 1 1V19a1 1 0 0 1-1 1H7a1 1 0 0 1-1-1v-1.5a1 1 0 0 1 1-1z"></path></svg><!----></a><!----><!--]--><!--[1--><a class="header-link svelte-d0fjw8" href="../../../?tab=export" aria-label="Export the app" title="Export the app" style="--smrt-header-icon-link-transition-name: planner-export;"><svg xmlns="http://www.w3.org/2000/svg" width="18px" height="18px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M11 3h2v9l4-4 1.5 1.5L12 16l-6.5-6.5L7 8l4 4V3zM3 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14.3 8.6 14.6 10 14.2ZM13.8 7.4 C15.4 7.8 16.5 7 17 6.2 L16.3 5.8 C15.8 6.5 15 6.8 14 6.5 ZM13.7 11 C15.6 11.6 17.4 10.8 18.1 9.6 L17.4 9.2 C16.8 10.2 15.4 10.7 13.9 10.2 ZM13.8 15 C15.5 15.6 17.2 15 18 13.9 L17.3 13.5 C16.6 14.3 15.4 14.6 14 14.2 Z"></path></svg><!----></a><a href="../../../ai/" class="cap svelte-nioco2" data-state="available" aria-label="Hear: not set up" title="Hear: not set up"><svg xmlns="http://www.w3.org/2000/svg" width="20px" height="20px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M17 20c-.29 0-.56-.06-.76-.15-.71-.37-1.21-.88-1.71-2.38-.51-1.56-1.47-2.29-2.39-3-.79-.61-1.61-1.24-2.32-2.53C9.29 10.98 9 9.93 9 9c0-2.8 2.2-5 5-5s5 2.2 5 5h2c0-3.93-3.07-7-7-7S7 5.07 7 9c0 1.26.38 2.65 1.07 3.9.91 1.65 1.98 2.48 2.85 3.15.81.62 1.39 1.07 1.71 2.05.6 1.82 1.37 2.84 2.73 3.55.51.23 1.07.35 1.64.35 2.21 0 4-1.79 4-4h-2c0 1.1-.9 2-2 2zM7.64 2.64L6.22 1.22C4.23 3.21 3 5.96 3 9s1.23 5.79 3.22 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aria-expanded="false" disabled=""><span class="smrt-workspace-account-menu__open svelte-1703h4r">Open account menu</span> <span class="avatar sm svelte-3d1ux4" aria-hidden="true" data-smrt-component="Avatar"><!--[-1--><span class="avatar__initials svelte-3d1ux4" role="img" aria-label="You">YO</span><!--]--> <!--[-1--><!--]--></span><!----> <span class="smrt-workspace-account-menu__identity svelte-1703h4r"><span class="smrt-workspace-account-menu__summary svelte-1703h4r">You</span> <!--[-1--><!--]--></span> <span class="smrt-workspace-account-menu__indicator svelte-1703h4r" aria-hidden="true">•••</span></button> <!--[-1--><!--]--></div><!----><!--]--><!--]--><!----><!--]--></div><!--]--><!----></div><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--></div></aside><!--]--> <main id="smrt-admin-shell-main" class="smrt-admin-shell__main svelte-1ifuk0b"><div class="smrt-layout-live svelte-1pgtgoi" role="status" aria-live="polite"></div> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[0--><!--[0--><!----><!--]--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!----> <span hidden="" data-smrt-planner-anchor=""></span><!----> <!--[--><!--[0--><main class="svelte-1nuwlgo"><header class="svelte-1nuwlgo"><div class="bar svelte-1nuwlgo"><p class="meta svelte-1nuwlgo"><a href="../../../">Planner</a> / <a href="../../../recipes/commerce.vendors/">Vendors</a> / Help</p> <div class="icons svelte-1fbsd8p"><a href="../../../recipes/commerce.vendors/help/" title="Vendors help" aria-label="Vendors help" aria-current="page" class="svelte-1fbsd8p"><svg xmlns="http://www.w3.org/2000/svg" width="22px" height="22px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M11 18h2v-2h-2v2zm1-16C6.48 2 2 6.48 2 12s4.48 10 10 10 10-4.48 10-10S17.52 2 12 2zm0 18c-4.41 0-8-3.59-8-8s3.59-8 8-8 8 3.59 8 8-3.59 8-8 8zm0-14c-2.21 0-4 1.79-4 4h2c0-1.1.9-2 2-2s2 .9 2 2c0 2-3 1.75-3 5h2c0-2.25 3-2.5 3-5 0-2.21-1.79-4-4-4z"></path></svg><!----></a> <a href="../../../recipes/commerce.vendors/" title="Vendors options" aria-label="Vendors options" class="svelte-1fbsd8p"><svg xmlns="http://www.w3.org/2000/svg" width="22px" height="22px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M19.14 12.94c.04-.3.06-.61.06-.94 0-.32-.02-.64-.07-.94l2.03-1.58a.49.49 0 0 0 .12-.61l-1.92-3.32a.488.488 0 0 0-.59-.22l-2.39.96c-.5-.38-1.03-.7-1.62-.94l-.36-2.54a.484.484 0 0 0-.48-.41h-3.84c-.24 0-.43.17-.47.41l-.36 2.54c-.59.24-1.13.57-1.62.94l-2.39-.96c-.22-.08-.47 0-.59.22L2.74 8.87c-.12.21-.08.47.12.61l2.03 1.58c-.05.3-.09.63-.09.94s.02.64.07.94l-2.03 1.58a.49.49 0 0 0-.12.61l1.92 3.32c.12.22.37.29.59.22l2.39-.96c.5.38 1.03.7 1.62.94l.36 2.54c.05.24.24.41.48.41h3.84c.24 0 .44-.17.47-.41l.36-2.54c.59-.24 1.13-.56 1.62-.94l2.39.96c.22.08.47 0 .59-.22l1.92-3.32c.12-.22.07-.47-.12-.61l-2.01-1.58zM12 15.6c-1.98 0-3.6-1.62-3.6-3.6s1.62-3.6 3.6-3.6 3.6 1.62 3.6 3.6-1.62 3.6-3.6 3.6z"></path></svg><!----></a></div><!----></div> <h1 class="svelte-1nuwlgo">Vendors help</h1></header> <!--[--><section aria-label="Vendors" class="svelte-1o06wj"><!--[-1--><!--]--> <!--[0--><article class="help svelte-cw30hy"><!--[--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Overview<!--]--><!--]--><!----></h2><!----><!--]--><!--[1--><p class="svelte-cw30hy"><!--[--><!--[3-->Vendors is your list of the suppliers you buy from. Each record holds who they are, how to reach them and the terms you have agreed, so you can order from them quickly and keep track of what you have bought.<!--]--><!--]--><!----></p><!--]--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Tasks<!--]--><!--]--><!----></h2><!----><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Add a vendor<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Choose the <!--]--><!--[0--><strong><!--[--><!--[3-->New<!--]--><!--]--><!----></strong><!--]--><!--[3--> button above the list.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Enter <!--]--><!--[0--><strong><!--[--><!--[3-->Default contact email<!--]--><!--]--><!----></strong><!--]--><!--[3--> and <!--]--><!--[0--><strong><!--[--><!--[3-->Default contact phone<!--]--><!--]--><!----></strong><!--]--><!--[3--> for the person you normally deal with.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Set the <!--]--><!--[0--><strong><!--[--><!--[3-->Currency<!--]--><!--]--><!----></strong><!--]--><!--[3--> they bill you in and your <!--]--><!--[0--><strong><!--[--><!--[3-->Payment terms<!--]--><!--]--><!----></strong><!--]--><!--[3-->, for example "Net 30".<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Save. The vendor is now on your list and ready to use on a purchase order.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Note how a vendor likes to work<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Open the vendor from the list and choose Edit.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Enter <!--]--><!--[0--><strong><!--[--><!--[3-->Lead time days<!--]--><!--]--><!----></strong><!--]--><!--[3-->, the number of days they usually need between your order and delivery, so you can plan ahead.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Enter <!--]--><!--[0--><strong><!--[--><!--[3-->Minimum order amount<!--]--><!--]--><!----></strong><!--]--><!--[3--> if they will not accept small orders.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Use <!--]--><!--[0--><strong><!--[--><!--[3-->Notes<!--]--><!--]--><!----></strong><!--]--><!--[3--> for anything else worth remembering, such as the best time to call.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Keep payment details in one place<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Open the vendor and choose Edit.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Record where payments to this vendor should be sent, so it is all in one place.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Set <!--]--><!--[0--><strong><!--[--><!--[3-->Status<!--]--><!--]--><!----></strong><!--]--><!--[3--> to show whether you still buy from them: active, inactive or suspended.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--]--> <!--[0--><section aria-label="Fields" class="svelte-cw30hy"><!----><h2 class="svelte-cw30hy">Fields<!----></h2><!----> <!--[--><section id="commerce.vendors-fields-Vendor" aria-label="Vendor fields" class="svelte-cw30hy"><!--[-1--><!--]--> <dl class="svelte-cw30hy"><!--[--><dt class="svelte-cw30hy">Name</dt> <dd class="svelte-cw30hy">Links this vendor to their profile record, where their name and contact details are kept.</dd><dt class="svelte-cw30hy">Lead time days</dt> <dd class="svelte-cw30hy">How many days the vendor usually takes between your order and delivery.</dd><dt class="svelte-cw30hy">Minimum order amount</dt> <dd class="svelte-cw30hy">The smallest order the vendor will accept.</dd><dt class="svelte-cw30hy">Payment terms</dt> <dd class="svelte-cw30hy">How long you have to pay this vendor, written the way you would say it, for example "Net 30".</dd><dt class="svelte-cw30hy">Currency</dt> <dd class="svelte-cw30hy">The currency this vendor bills you in.</dd><dt class="svelte-cw30hy">Tax id</dt> <dd class="svelte-cw30hy">The vendor tax or VAT registration number kept on file.</dd><dt class="svelte-cw30hy">Default tax code</dt> <dd class="svelte-cw30hy">The tax code normally used when buying from this vendor.</dd><dt class="svelte-cw30hy">Default contact email</dt> <dd class="svelte-cw30hy">The email address you normally use to reach this vendor.</dd><dt class="svelte-cw30hy">Default contact phone</dt> <dd class="svelte-cw30hy">The phone number you normally use to reach this vendor.</dd><dt class="svelte-cw30hy">Status</dt> <dd class="svelte-cw30hy">Whether you still buy from this vendor, for example active or inactive.</dd><dt class="svelte-cw30hy">Notes</dt> <dd class="svelte-cw30hy">Anything worth remembering about this vendor.</dd><dt class="svelte-cw30hy">Payout addresses</dt> <dd class="svelte-cw30hy">Where payments to this vendor should be sent.</dd><dt class="svelte-cw30hy">Contacts</dt> <dd class="svelte-cw30hy">The people you deal with at this vendor, with their role and how to reach them.</dd><!--]--></dl></section><!--]--></section><!--]--></article><!--]--></section><!--]--> <section class="panel svelte-kxkftj" aria-label="Connect other tools"><details class="disclosure svelte-ma3p8w" data-smrt-component="Disclosure"><summary aria-disabled="false" class="svelte-ma3p8w"><span>Connect other tools</span><span class="chevron svelte-ma3p8w" aria-hidden="true">⌄</span></summary> <div class="content svelte-ma3p8w"><!--[0--><p class="lede svelte-kxkftj">For connecting other software or an AI assistant to this app. All of it is
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  generated by s-m-r-t from the model; none of it was written by hand.</p> <!--[--><article class="svelte-kxkftj"><h3 class="svelte-kxkftj">Vendor</h3> <div class="grid svelte-kxkftj"><div><h4 class="svelte-kxkftj">REST routes <span class="svelte-kxkftj">4</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj"><b>GET</b> /api/vendors</code></li><li><code class="svelte-kxkftj"><b>GET</b> /api/vendors/[id]</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/vendors</code></li><li><code class="svelte-kxkftj"><b>PATCH</b> /api/vendors/[id]</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">MCP tools <span class="svelte-kxkftj">2</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">vendor_get</code></li><li><code class="svelte-kxkftj">vendor_list</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">CLI commands <span class="svelte-kxkftj">18</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">vendor_clearPayoutAddress</code></li><li><code class="svelte-kxkftj">vendor_create</code></li><li><code class="svelte-kxkftj">vendor_delete</code></li><li><code class="svelte-kxkftj">vendor_get</code></li><li><code class="svelte-kxkftj">vendor_getPayoutAddress</code></li><li><code class="svelte-kxkftj">vendor_getProfileId</code></li><li><code class="svelte-kxkftj">vendor_isActive</code></li><li><code class="svelte-kxkftj">vendor_list</code></li><li><code class="svelte-kxkftj">vendor_meetsMinimumOrder</code></li><li><code class="svelte-kxkftj">vendor_setPayoutAddress</code></li><li><code class="svelte-kxkftj">vendor_update</code></li><li><code class="svelte-kxkftj">vendorcollection_findActive</code></li><li><code class="svelte-kxkftj">vendorcollection_findByProfile</code></li><li><code class="svelte-kxkftj">vendorcollection_findByStatus</code></li><li><code class="svelte-kxkftj">vendorcollection_findByTenant</code></li><li><code class="svelte-kxkftj">vendorcollection_findGlobal</code></li><li><code class="svelte-kxkftj">vendorcollection_findWithGlobals</code></li><li><code class="svelte-kxkftj">vendorcollection_getOrCreateForProfile</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">Methods <span class="svelte-kxkftj">0</span> AI-callable</h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">clearPayoutAddress(currency: string)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">findActive()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">findByProfile(profileId: string)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">findByStatus(status: VendorStatus)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">findByTenant(tenantId: string)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">findGlobal()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">findWithGlobals(tenantId: string)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getOrCreateForProfile(profileId: string, defaults?: Partial&lt;object>)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getPayoutAddress(currency: string)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getProfileId()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">initialize()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isActive()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">meetsMinimumOrder(amount: number)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">save()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">setPayoutAddress(currency: string, destination: string)</code> <!--[-1--><!--]--></li><!--]--></ul></div></div></article><!--]--><!----><!--]--></div></details><!----></section><!----></main><!--]--><!--]--><!----><!----><!----></main> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--></div><!--]--><!----></div><!----><!----><!----></div><!--]--><!--]--> <!--[-1--><!--]--><!--]-->
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