Used for new vendor creation page (Vendor menu).
Add New Vendor Category
To add a new vendor category to your organization:
- Step 1. Go to Settings menu under Purchase module from the left sidebar.
- Step 2. Select Vendor Category menu -> Click on the New button.
- Step 3. In the New vendor category page, fill the following details:
- Enter the Name.
- Enter the Prefix for Vendor Code. This prefix will be used for vendor code in the add vendor screens and vendor details screens.
- Enter the Description
- Step 3. Click Save
- Step 4. Create vendor and select prefix: Select Vendors menu --> New Vendor --> Choose one of the prefixes and enter vendor code
Result:
You can also change the prefix in vendor detail
Edit Vendor Category setting
To edit the details of an existing vendor category:
- Step 1. Go to Settings menu under Purchase module from the left sidebar
- Step 2. Select Vendor category menu -> Select vendor category need to be edited and click Edit
- Step 3. Make the necessary changes and click Save button
Delete vendor category
- Step 1. Go to Settings menu under Purchase module from the left sidebar
- Step 2. Select Vendor category menu -> Select the vendor category need to be deleted and click Delete
- Step 3. Confirm your selection in the following pop-up. The vendor category will be deleted.