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Vendors

The Vendors Module in your ERP system plays a critical role in managing relationships and transactions with external entities who supply goods or services to your business. A vendor (also referred to as a supplier) can be an individual, organization, or business entity from which your company purchases raw materials, finished goods, or services necessary for its operations.

🧑‍💼 What is a Vendor?​

A Vendor is an individual or a company that offers goods or services to another company. Vendors can provide:

  • Raw materials for manufacturing

  • Finished goods for resale

  • Services such as logistics, IT support, or maintenance

Efficient vendor management ensures uninterrupted supply chains, favorable pricing, and compliance with quality and delivery timelines.

Create new vendor​

To create a new vendor in the system under the Purchase menu, follow these steps:

  1. Navigate to the "Vendors" section from the Purchase menu to view the list of existing vendors.
Vendors List

  1. Click on the "New Vendor" button located at the top-right corner of the screen.

  2. A popup form will appear, prompting you to enter the necessary details for the new vendor.

Create new vendor
  1. Fill in all relevant information in the form, including:

  • Tax details

  • Opening balance

  • Address and contact information

  • Email and communication preferences

  • Remarks or internal notes

  • Additional information, including support for other languages (if applicable)

  1. After entering all required information, click "Save" to submit the form and create the vendor.

  2. Upon successful creation, a success notification will be displayed on the vendor list screen.

  3. If there are any validation errors or issues, they will be highlighted within the form for correction.

  4. Once the vendor is successfully created, you may proceed to create a branch associated with the new vendor, if needed.

📥 How to Import Vendors in Bulk​

To import multiple vendors at once using the Import option, follow these steps:

  1. Click the "Import" button. This will open a form allowing you to upload a vendor data file.

  2. Download the sample file provided to understand the required format for data import.

  3. Enter the vendor details into the sample file, ensuring the data is accurate and follows the required structure.

Vendors import

  1. Upload the completed file using the import form and proceed with the import process.

  2. If the file is successfully imported, a success message will be displayed, and the newly imported vendors will appear in the vendor list.

  3. In case of any errors during the import process, the system will display the error messages on the screen, indicating the issues that need to be corrected.

🔧 Vendor List Functionalities​

Vendors page details

1. Search Vendors

  • Click the search icon to display the search box, where you can search for vendors based on your input criteria.

2. Advanced Filter

  • Click the filter icon to open a form with advanced search options. You can filter vendors based on specific fields and conditions.

3. Import Vendors

  • Click the import button to import multiple vendors in bulk using a structured file format.

4. Customize Columns

  • Click the column customization icon to view a list of available columns.

  • Check or uncheck the boxes to show or hide specific columns.

  • Drag and drop to rearrange the column order as per your preference.

5. Vendor Actions (⋮ Icon) Click the vertical dots icon (⋮) beside a vendor record to access available actions:

  • Edit – Opens the vendor form where you can modify and update vendor details.

  • Delete – Prompts for confirmation to delete the vendor from the list.

  • View – Opens a detailed view of the selected vendor in a separate screen.