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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,items, track stock purchases,purchases, and generate vendor-wise spending and inventory reports.reports.

Complete the required fields marked with * before saving the vendor.

1. Vendor Details

EnterUse this tab to enter the basicvendor's informationmain aboutbusiness theinformation.

vendor.

Field Required Description
Vendor Type Yes SelectIdentifies the type/type or category of the vendor.
Vendor Code Yes EnterProvides or review thea unique codesystem usedidentifier to identifyfor the vendor.
Vendor Name Yes Enter the vendor'sofficial businessname of the supplier or companyservice name.provider.
Federal Tax ID (EIN) No Enter the vendor's Federal Tax Identification Number (EIN), if applicable.

Steps

  1. Select the Vendor Type.
  2. Enter the Vendor Code.
  3. Enter the Vendor Name.
  4. Enter the Federal Tax ID (EIN) if required.
  5. Review the information before continuing.

Note: Fields marked with * are mandatory.

2. Contact Details

AddUse thethis tab to add people who can be contacted regardingat the vendor.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 EnterStores the name of a person who can be contacted at the vendor'svendor contact person.company.
Phone No EnterStores the contact person's phone number.
Email Yes EnterStores the contact person's email address.
Designation No SelectStores the contact person's designation or job title.

Add a Contact

  1. Enter the Contact Person.
  2. Enter the Phone number.
  3. Enter the Email address.
  4. Select the Designation, if applicable.
  5. SelectTap ADD.
  6. The contact is added to the contact list.

The contact list displays:

  • Contact Person
  • Phone
  • Email
  • Designation
  • Action

If needed, use the available Action option to manage the contact entry.

3. Billing Address

EnterUse this tab to enter the address used for the vendor'svendor billing information.and financial documents.

Field Required Description
Address No EnterStores the vendor's billing street or full address.
Country No SelectIdentifies the billing country.
State No SelectIdentifies the billing state or region.province.
City No SelectIdentifies the billing city.
Postal Code No EnterStores the billing postal/postal or ZIP code.

Steps

  1. Enter the Address.
  2. Select the Country.
  3. Select the State.
  4. Select the City.
  5. Enter the Postal Code.
  6. Review the billing address.

4. Shipping Address

EnterUse this tab to enter the address where goods or shipmentsservices should beare delivered.

Field Required Description
Address No EnterStores the vendor's shipping streetor delivery address.
Country No SelectIdentifies the shipping country.
State No SelectIdentifies the shipping state or region.province.
City No SelectIdentifies the shipping city.
Postal Code No EnterStores the shipping postal/postal or ZIP code.

Steps

  1. Enter the Address.
  2. Select the Country.
  3. Select the State.
  4. Select the City.
  5. Enter the Postal Code.
  6. Review the shipping address.

Tip: If the billing and shipping addresses are different, enter each address separately.

5. Documents

AddUse supportingthis tab to store documents related to the vendor.

You can add multiple documents for one vendor.

Field Required Description
Document Type Yes SelectIdentifies the type of documentvendor being added.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.

Add a Document

  1. Select the Document Type.
  2. Select the Issue Date, if applicable.
  3. Select the Expiry Date, if applicable.
  4. Select the Attachment upload option and choose the required file.
  5. SelectTap ADD.
  6. 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:

  1. Review the Vendor Details.
  2. Review the Contact Details.
  3. Check the Billing Address.
  4. Check the Shipping Address.
  5. Review the added Documents.
  6. Select UPDATESAVE to save the vendor information.

Other
Actions

  • RESET — Clears or resets the entered form values.
  • X (Close) — Closes the vendor form.

Quick Flow

Vendor Details → Contact Details → Billing Address → Shipping Address → Documents → UPDATE

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