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--- erp-manual:cloud:relation:supplier [2026/01/21 08:25]
Kalpesh Popat
+++ — (current)
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- ====== Vendor Management ======
- ===== Scenario 1: Create New Vendor from the PR / PO =====
-    * When in the Purchase Request or Purchase Order screen
-    * Click **Edit** button in the Header section
-    * Click on the **+ button** next to the vendor label
-    * This will open a popup
- ==== Fill Vendor Detail ====
-**In the General tab**
-    * **Account name**: Legal name required for accounting and printing in the invoice
-    * **Address**: Address that is required for accounting, communication and printing, Provide street address, city, country and pincode as needed
-    * **Title, First name, last name**: These are the details of the contact person
-    * **Mobile, Email**: Important for communication with the vendor, followups and maintaining relationship
-    * **Is Company**: Select this if the Account name refers to a company
-The address and contact details provided here will be added as a default address, and default contact for that account.
-**In the Tax tab**
-  * Provide the tax id applicable as per the government rules
-**In the Personal Details tab**
-  * **Birth date**: This information is used by the system to notify about an upcoming birthday
-  * Provide **other personal details**: Marriage date, zodiac, gender etc as necessary to maintain a relation with the vendor
-**Note**: It is important to get the consent of the vendor to record the personal details
-**Note**: The tax and contact details provided here are automatically linked to a new PR / PO
- ===== Scenario 2: Create New Vendor from the Vendor Menu =====
-    * Go to the **Vendor Management** menu
-    * Click **Quick Add** button in the search screen
-    * This will open a popup
-    * Provide the details in the same way as the steps given in the **Scenario 1 above**
- ===== Scenario 3: Add more contacts or change default =====
-If a vendor has multiple contact: example contact details of the accounts person, or the secretary, then follow the below steps to add more contact
-    * **Go to** the **Vendor Management** menu
-    * **Search** for the vendor that needs to be modified
-    * **Open** the vendor record
-You can **search using various filters**: Name, address, mobile, email, or vendor id
-Vendor name is also **displayed as a link in PR / PO / Receipt**. You can **click on this link** to open the vendor detail
- ==== Add more contact ====
-After vendor record is opened by following above steps
-  * Go to the tab labeled Contact / Address
-  * Find the button **Add Contact** and click
-  * This will open a popup
-  * Fill the following **information**: Contact type, Title, First name, Last name, Mobile, Email
-  * Click **confirm** button in the popup
-  * Click **Save** on top of the screen to save the changes made to the vendor record
- ==== Edit existing contact ====
-  * Go to the tab labeled Contact / Address
-  * Find the contact that you want to edit
-  * Click on the **edit** button (looks like a pen)
-  * This will open a popup
-  * Make the necessary changes
-  * **Change default contact**: If you want to change the default contact then click on **Set default** for that contact in the popup
-  * Click **confirm** button in the popup
-  * Click **Save** on top of the screen to save the changes made to the vendor record
-Note: Default contact is used for display in the search screen and in the reports and prints
- ===== Scenario 4: Add more addresses or change default =====
-If a vendor has multiple address: example office address, home address, then follow the below steps to add more address
-    * **Go to** the **Vendor Management** menu
-    * **Search** for the vendor that needs to be modified
-    * **Open** the vendor record
-You can **search using various filters**: Name, address, mobile, email, or vendor id
-Vendor name is also **displayed as a link in PR / PO / Receipt**. You can **click on this link** to open the vendor detail
- ==== Add more address ====
-After vendor record is opened by following above steps
-  * Go to the tab labeled Contact / Address
-  * Find the button **Add Address** and click
-  * This will open a popup
-  * Fill the following **information**: Address type, Street address, city, country, pincode
-  * Click **confirm** button in the popup
-  * Click **Save** on top of the screen to save the changes made to the vendor record
- ==== Edit existing address ====
-  * Go to the tab labeled Contact / Address
-  * Find the contact that you want to edit
-  * Click on the **edit** button (looks like a pen)
-  * This will open a popup
-  * Make the necessary changes
-  * **Change default address**: If you want to change the default address then click on **Set default** for that address in the popup
-  * Click **confirm** button in the popup
-  * Click **Save** on top of the screen to save the changes made to the vendor record
-Note: Default address is used for display in the search screen and in the reports and prints
- ===== Scenario 5: Provide personal details =====
-    * **Go to** the **Vendor Management** menu
-    * **Search** for the vendor that needs to be modified
-    * **Open** the vendor record
-    * Go to the tab labeled Profile
-    * Provide the details as necessary
-    * **Birth date**: This information is used by the system to notify about an upcoming birthday
-    * Provide **other personal details**: Marriage date, zodiac, gender etc as necessary to provide a service to the vendor
-**Note**: It is important to get the consent of the vendor to record the personal details
- ==== Alternate option for quick edit ====
-    * **Go to** the **Vendor Management** menu
-    * **Search** for the vendor that needs to be modified
-    * In the account name column: Click on the **Edit button** next to the name
-    * This will open a popup to edit: **General details, Tax and Personal details**
-    * In the Personal Details tab: You can provide the birth date, and other personal details
-    * Make changes as necessary and click **Confirm** to save
- ===== Scenario 6: Mark vendor as duplicate =====
-When a duplicate vendor is created, or you find a duplicate entry from the past data
-Follow the below steps to mark the vendor as duplicate:
-  * Identify which vendor record you want to be mark as duplicate and which will become the main
-  * Search the vendor you want to mark as duplicate
-  * Click on the **Edit button** next to the name in the search screen to open quick editor popup
-  * In the popup you will see the label: **Parent Id.**
-  * In Parent Id, select the main vendor.
-  * Click on **Confirm** button
-Note: Duplicate entry will disappear from the main search screen and it will show under "Duplicate" section of the search screen

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