How to Structure a Supplier Registry

To structure a supplier registry, you start with the table that everything else will connect to. Payments, invoices, and approvals all reference the supplier, so its structure determines how much retyping happens later.

Why the supplier table comes first

Building payment processes before the supplier registry means every payment carries its own copy of the supplier's details.

  • The same supplier entered differently on each payment
  • No way to see everything owed to one company
  • Status changes that have to be applied record by record
  • Reporting by supplier effectively impossible

What belongs on a supplier record

  • A title field, acting as the identifier when the table is connected elsewhere
  • Status — active, inactive, or temporarily blocked
  • Tags, for attributes a supplier can have several of at once
  • Contact and registration details, entered once
  • Connected payments, visible from the supplier's own record

How to configure it in Jestor

  1. Create a folder in Jestor to keep the project organized — the create-folder button appears when build mode is on.
  2. Create a blank table inside it and title it suppliers.
  3. Use the default title field as the label that will identify the supplier when connected elsewhere.
  4. Add a single-select status field with active, inactive, and temporarily blocked.
  5. Add a tags field for attributes like recurring or international.

Why choose Jestor for financial BPO structures?

Jestor is relational by design, so the supplier record entered once is referenced by every payment — which is what makes a view of everything owed to one company possible at all.

The same structure supports OCR later: an invoice uploaded against a supplier can have its values read and the record filled automatically.

Frequently Asked Questions

What is the title field for?

It identifies the record when the table is connected to another. See jestor.com.

When should I use tags instead of a status?

Tags allow several values at once; status allows only one.

Can I organize tables into folders?

Yes, with build mode enabled.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

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