Vendor Category

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:

       
      1. Enter the Name.
      2. Enter the Prefix for Vendor Code. This prefix will be used for vendor code in the add vendor screens and vendor details screens.
      3. 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.

      Did you find this article useful?

      • Purchase Option Setting

        Step 1.  Go to Settings menu under Purchase module from the left sidebar.Step 2. Select Purchase O...
      • Unit Setting

        Add New Units To add a new unit to your organization:Step 1. Go to Settings menu under Purchase mo...
      • Commodity Group Setting

        This data will be used for the Commodity Group combo boxAdd New Commodity Group To add a new commo...
      • Sub Groups Setting

        This data will be used for the Sub Group combo box in Add/Edit Item page. Add New Sub Group To add...
      • Approval Setting

        Create approval workflows for types: Purchase request, Purchase Order, Quotation, Payment requests...