Differences

This shows you the differences between two versions of the page.

--- erp-manual:cloud:relation:supplier [2026/01/21 08:36]
Kalpesh Popat
+++ — (current)
@@ Line 1: / Line 1: @@
- ====== 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: Provide bank 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 Bank
-    * Click **Add Bank** button
-    * Provide the account details as per the screen
-    * Click **Confirm**
-    * and then Click **Save** button on top
-Repeat the above steps to add multiple bank accounts
- ===== Scenario 7: Add business certificates =====
-Some vendors are required to provide special ISO certificate as per the regulations from government. You can add these as the **attachments** in the system
-    * **Go to** the **Vendor Management** menu
-    * **Search** for the vendor that needs to be modified
-    * **Open** the vendor record
-    * Go to the tab labeled Attachment
-    * Click **+ Attachment** button
-    * Drag the file or select a file from your computer
-    * Select the type of attachment. Example: **Certificate**
-    * Click **Confirm**
-    * and then Click **Save** button on top
-Repeat the steps to add more attachments
- ===== Scenario 8: 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
- ===== Scenario 8: Mark vendor as defaulter =====
-If a vendor is defaulting for any reason and you do not wish to deal with it further. Instead of deleting the vendor the better way is to change the status of the vendor.
-Follow the steps below to change the vendor status:
-    * **Go to** the **Vendor Management** menu
-    * **Search** for the vendor that needs to be modified
-    * **Open** the vendor record
-    * Go to the tab labeled General
-    * Next to the label **Status**, there is an arrow, click on it
-    * Choose the status that is appropriate: Suspended, Defaulter, Inactive, etc.
-    * and then Click **Save** button on top
-This vendor will not appear while making a new PR / PO

User Manual

User Tools

Site Tools

Differences

Page Tools