Vendor Management

Click on Add Vendor:

Company Details:

• Country: Select the country where the vendor is located.

• Company Name: Enter the full name of the vendor’s company.

• Email: Provide the vendor’s email address.

• Tags: Enter relevant tags for the vendor.

• Document Series: Select the document series under which the vendor will be recorded.

• Currency: Choose the transaction currency for the vendor.

• Whatsapp Number: Enter the vendor’s WhatsApp contact number.

• Parent Accounts: Select the parent account if the vendor is part of a larger account hierarchy.

• Opening Balance: Enter the opening balance for the vendor account.

• Opening Balance Date: Select the date on which the opening balance applies.

• Payment Term: Choose the payment term.

• Rating: Rate the vendor based on reliability or performance.

• Description: Provide a brief description of the vendor or their products/services.

• Is this vendor also a customer?: Toggle Yes if the vendor also functions as a customer.

Address Details:

1. State / Province: Enter the state or province of the vendor.

2. City: Enter the vendor’s city.

3. Postal Code: Enter the postal/zip code of the vendor.

4. Address Line 1: Enter the primary address of the vendor.

5. Address Line 2: Enter additional address details, if applicable.

Company Contact Details:

1. First Name: Enter the first name of the vendor’s contact person.

2. Last Name: Enter the last name of the vendor’s contact person.

3. Phone Number: Enter the contact person’s phone number.

4. Email: Provide the contact person’s email address (multiple emails can be entered, separated by commas).

5. Add Contact Details: Click this button to add more contact persons for the vendor.

Action Buttons:

• Save Changes: Save the vendor details.

• Cancel: Cancel and discard changes.

• Update: Click the Update button to edit and update vendor information.

• Delete: Click the Delete button to remove a vendor.

• If the vendor is associated with a Purchase Inquiry, deletion is not allowed and the system will show the message: “You cannot delete this vendor as it is associated with a Purchase Inquiry.”