Vendors

Overview

The Vendors Page is designed to help businesses maintain and manage vendor records efficiently. By saving vendor information in the system, businesses can streamline billing processes, generate accurate bills, and ensure easy access to vendor details.

A. How to Create a Vendor Record

1. On the Vendors page, click the Create button.
2. Fill in the required fields:

Personal Information

• Type: Select the type of vendor from a list.
• Name: Enter the vendor's name.
• Address: Enter the vendor's address.
• Category: Categorize the vendor.

TRN

• Tax Registration Number (TRN): Enter the vendor's tax registration details.
• 

Contact Information

• Phone Number: Enter the country code and vendor's phone number.
• Mobile Number: Enter mobile contact information.
• Email: Enter the vendor's email address.
• Website: Enter the vendor's website URL.

B. How to Filter Vendor Records

1. Locate the Filter option at the top of the page.

• Search by name or activation status using dropdown menus.
• Adjust the number of entries shown per page and clear filters as needed.

C. How to Navigate Through Entries

1. Use the pagination controls at the bottom of the page to switch between pages of vendor records.
2. Adjust the display setting to show up to 5 entries per page.

D. How to Delete Vendor Records

1. Select the vendor records you want to delete by checking the boxes next to them.
2. Click Delete Selected to remove the chosen entries.
3. Confirm the deletion to finalize the removal.

Frequently Asked Questions

• Q: Can deleted vendor records be restored?
  A: No, deleted vendor records cannot be retrieved. Double-check before deletion.
• Q: What happens if I block a vendor?
  A: The vendor is restricted from engaging in further transactions until reactivated.
• Q: Is the phone number mandatory for saving a vendor record?
  A: Yes, a valid phone number is required to save a vendor record.