Vendor

The Vendor section is designed to manage and organize vendor-related information within the ERP system. It allows for efficient tracking of vendor details, simplifying the procurement process and maintaining accurate records.

Main Features:

Vendor Overview: This area presents a list of vendors with key details, including:

1. Primary Contact Name: The name of the main point of contact for the vendor.

2. Company Name: The official name of the vendor's company.

3. Email: The contact email address of the vendor.

4. Phone: The vendor’s phone number.

5. Action: Options to view, edit, or delete the vendor’s details.

Search and Filters: Users can quickly find vendors using a search bar or by applying filters based on:

1. Company Name

2. Primary Contact Name

3. Email

4. Phone

These options streamline navigation, making it easy to manage large vendor databases.

Add Vendor Functionality:

The "Add Vendor" button opens a form where users can input essential vendor information, including:

1. Primary Contact Name: A required field for entering the main contact.

2. Company Name: The vendor's business name.

3. Email: The vendor's email address.

4. Phone: Contact number for the vendor.

5. Official Website: Optionally, users can add the vendor's website URL.

6. Opening Balance: The initial balance associated with the vendor.

7. Currency: Selection of the currency used in transactions with the vendor.

8. Billing Address: The vendor's billing address.

9. Shipping Address: The vendor's shipping address (if different).

Purpose of the Vendor Section:

This section is aimed at simplifying vendor management by providing a structured approach to handling vendor data. It ensures that all necessary vendor information is stored in one place, aiding in the procurement process and fostering effective supplier relationships.