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Vendor Profile

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Overview

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Vendor Profile List

• Displays a complete list of all vendor profiles.
• Includes two tabs:
  • Active: Shows all currently active vendors.
  • Inactive: Displays vendors that are marked inactive.
• Use the New Vendor Profile button at the top-right to add a new vendor.

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New Vendor Profile

1. Click on New Vendor Profile from the list screen.
2. Fill in basic details:
   • Name
   • Email
   • Phone Number
   • Vendor Type, etc.
3. Submit the form to save the new vendor.

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Edit Vendor Profile

1. Click the Edit button from the list or detail screen.
2. Update the required fields based on your needs.
3. Save the changes to apply updates to the vendor profile.

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Vendor Profile Detail

The detail screen provides in-depth information about a vendor and includes several functional tabs:

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Orders

• Lists all orders associated with the selected vendor.
• View and manage order details.

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Vendor Ledgers

• Displays a detailed account ledger.
• Helps track all financial transactions related to the vendor.

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Vendor Documents

• Upload and manage important documents related to the vendor.

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COD Transfer

• Add new COD (Cash on Delivery) transfer records.
• View all COD transfers in this tab.

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Addresses

• Add and manage vendor addresses.
• All saved entries are displayed in the Addresses tab.

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Credit Limit

• Define and update the vendor’s credit limit.
• Useful for setting financial constraints and terms.

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Bank Details

• Add and view vendor bank account information.

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Contract

• Upload and manage vendor contracts.
• View existing agreements as needed.

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Service Branches

• Assign services and serviceable branches based on your business preferences.

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Summary