Commercial, payment and delivery terms
Where: a supplier → Commercial. Who: see Access: commercial, payment and delivery each have their own permission and feature.
Each panel shows "Not configured yet." until saved. Select Configure (first time) or Edit, fill in, and save. Saving replaces the previous values.
Codes such as currency, payment term and Incoterm are checked for format only (for example three letters for a currency), not against a list.
Commercial terms
| Field | Example (Northstar) |
|---|---|
| Purchase currency | GBP |
| Price basis | Per unit, ex-works |
| Minimum order value / Maximum order value | 250.00 / 20,000.00 |
| Minimum order quantity / Order multiple | 10 / 5 |
| Discount % / Rebate % | 3 / 1 |
| Quotation required | No |
| Purchase order required | Yes |
| Order acknowledgement required | Yes |
| Three-way match required | Yes |
| Invoice tolerance %, Quantity tolerance % | 1 / 2 |
| Over-delivery tolerance %, Under-delivery tolerance % | 5 / 5 |
| Partial delivery allowed, Back orders allowed | Yes / Yes |
| Drop shipment allowed, Consignment stock allowed | No / No |
| Effective from / Effective until, Active | 2026-01-01 / (empty), Yes |
When the terms are active and in effect, purchase readiness checks each order against the currency and the minimum and maximum order value.
Example: Omar raises a GBP 180 order to Northstar. Readiness fails Order currency and value limits because it is below the 250.00 minimum. He adds lines to reach 260.
Refused: "Maximum order value must be at least the minimum order value."
Payment terms
| Field | Example |
|---|---|
| Payment term code | NET30 |
| Payment method | Bank transfer, Direct debit, Credit card, Cheque, Cash, Letter of credit, Trade finance, Other |
| Payment currency | GBP |
| Payment days | 30 |
| Early payment discount % / days | 2 / 10 |
| Late payment charge % | 0 |
| Payment hold, Payment hold reason | No |
| Self-billing enabled | No |
| Remittance advice required | Yes |
| Invoice submission method | Email, Portal, EDI, … |
| Effective from / until, Active | 2026-01-01, Yes |
Example: "2/10 net 30": pay within 30 days, or within 10 days for 2% off.
Refused: "A payment hold reason is required when payment hold is on."
Delivery terms
| Field | Example |
|---|---|
| Incoterm | DAP |
| Delivery method, Shipping method | Supplier van, Road |
| Default lead time (days) | 5 |
| Minimum / Maximum lead time (days) | 3 / 10 |
| Processing, Transit, Safety lead time (days) | 2 / 2 / 1 |
| Delivery days | Mon, Wed, Fri |
| Expedited shipping, International shipping | Yes / No |
| Hazardous materials supported, Cold chain supported, Temperature controlled | No / No / No |
| Packaging instructions, Delivery instructions | Pallets max 1.2 m; Book a slot with Main Warehouse |
| Effective from / until, Active | 2026-01-01, Yes |
Refused: default lead time below the minimum, or maximum below the default ("Default lead time must be at least the minimum lead time.").
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