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Vendor Management

Vendor Management allows you to add, edit, and track supplier details for streamlined purchasing and payment workflows.

What You’ll Learn

  • Add and manage vendor records
  • Search and filter vendors
  • Export vendor data
  • Troubleshoot vendor setup issues

Accessing Vendor Management

Step 1: Go to Purchase → Vendors

Interface Breakdown

  • Vendor Table: Name, contact, payment terms, status
  • Action Buttons: Add, edit, delete, export

Adding a Vendor

  • Click Add Vendor
  • Fill in:
    • Vendor Name
    • Contact Person
    • Email & Phone
    • Payment Terms
    • Address
  • Click Save

Editing or Deleting Vendors

  • Click vendor row → Edit or Delete
  • Confirm changes

Search & Filter

  • Search by name, contact, or email
  • Filter by active/inactive status

Exporting Vendor Data

  • Click Export
  • Choose format: Excel or CSV

Mobile Usage

  • Mobile-friendly forms and table view
  • Tap to edit or call vendors directly

Important Notes

  • Keep vendor contact info updated
  • Use consistent naming for easy lookup

Troubleshooting

  • Duplicate vendors → Check for similar names
  • Missing records → Confirm filters or permissions