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