Vendor
The Vendor Master stores complete supplier information, including vendor details, contacts, addresses, tax ID, documents, and vendor codes. It is used to link vendors with inventory receipts and items, track stock purchases, and generate vendor-wise spending and inventory reports.
Complete the required fields marked with * before saving the vendor.
1. Vendor Details
Use this tab to enter the vendor's main business information.
| Field | Required | Description |
|---|---|---|
| Vendor Type | Yes | Identifies the type or category of the vendor. |
| Vendor Code | Yes | Provides a unique system identifier for the vendor. |
| Vendor Name | Yes | Enter the official name of the supplier or service provider. |
| Federal Tax ID (EIN) | No | Enter the vendor's Federal Tax Identification Number (EIN), if applicable. |
Note: Fields marked with * are mandatory.
2. Contact Details
Use this tab to add people who can be contacted at the vendor company.
You can add more than one contact. Each contact email must be unique within the vendor's contact list.
| Field | Required | Description |
|---|---|---|
| Contact Person | Yes | Stores the name of a person who can be contacted at the vendor company. |
| Phone | No | Stores the contact person's phone number. |
| Yes | Stores the contact person's email address. | |
| Designation | No | Stores the contact person's job title. |
- Enter the Contact Person.
- Enter the Phone number.
- Enter the Email address.
- Select the Designation, if applicable.
- Tap ADD.
- The contact is added to the contact list.
The contact list displays:
- Contact Person
- Phone
- Designation
- Action
If needed, use the available Action option to manage the contact entry.
3. Billing Address
Use this tab to enter the address used for vendor billing and financial documents.
| Field | Required | Description |
|---|---|---|
| Address | No | Stores the vendor's billing street or full address. |
| Country | No | Identifies the billing country. |
| State | No | Identifies the billing state or province. |
| City | No | Identifies the billing city. |
| Postal Code | No | Stores the billing postal or ZIP code. |
4. Shipping Address
Use this tab to enter the address where goods or services are delivered.
| Field | Required | Description |
|---|---|---|
| Address | No | Stores the vendor's shipping or delivery address. |
| Country | No | Identifies the shipping country. |
| State | No | Identifies the shipping state or province. |
| City | No | Identifies the shipping city. |
| Postal Code | No | Stores the shipping postal or ZIP code. |
5. Documents
Use this tab to store documents related to the vendor.
You can add multiple documents for one vendor.
| Field | Required | Description |
|---|---|---|
| Document Type | Yes | Identifies the type of vendor document. |
| Issue Date | No | Select the date on which the document was issued. |
| Expiry Date | No | Select the document's expiry date, if applicable. |
| Attachment | No | Upload the related document file. |
- Select the Document Type.
- Select the Issue Date, if applicable.
- Select the Expiry Date, if applicable.
- Select the Attachment upload option and choose the required file.
- Tap ADD.
- The document is added to the document list.
The document list displays:
- Document Type
- Issue Date
- Expiry Date
- Attachment
- Action
Use the available Action option to manage the added document.
6. Save the Vendor
After entering all required information:
- Review the Vendor Details.
- Review the Contact Details.
- Check the Billing Address.
- Check the Shipping Address.
- Review the added Documents.
- Select SAVE to save the vendor information.