Vendor Management

The Vendors module allows you to manage all vendor relationships, categorize vendors by type, and maintain complete contact information for your supply chain partners.

Vendors Dashboard

✅ Key Features:

  • Total Vendors: Complete count of all vendors in your system
  • Purchase Vendors: Vendors used for regular procurement
  • Service Vendors: Vendors used for service needs
  • Service Vendors: Vendors used for service needs

Actions

  • Comments: Click the "Comments icon" icon to access the updated history.
  • Products: Click the "Store icon" icon to view the list of products.
  • Add Notes: Click the "Note icon" icon to add notes for vendors or products.
  • Rate & Review: Click the "Review icon" icon to provide or update ratings.
  • Edit Vendors: Click the "Delete icon" icon to modify the details of a specific vendor.
  • Delete Vendors: Click the "Delete icon" icon to remove a specific vendor, then confirm by clicking OK.
Vendors Dashboard
Adding a New Vendor

✅ Step-by-Step Guide:

  1. Access the Create Vendor form by clicking the "Add Vendor" button
  2. Complete required fields (marked with *):
    • Vendor Name - Official business name
    • Phone - Primary contact number
    • Vendor Type - Select from dropdown
      • Vendor Type:
      • Service - Select this option for vendors who provide services like consulting, maintenance, or repairs. After selection:
        • The Service Details section will expand
        • Search for and select the specific service from the dropdown
        • Click the Edit button to modify service details or add new services to the system
        Create Vendor Form
      • Purchase - Select this option for vendors who supply physical products or goods. After selection:
        • The Purchase Details section will appear below
        • Products + - Shows products already linked to this vendor
        • Search and select product - Use dropdown to find and add new products
        • Payment Terms in Days* - Enter number of days to pay invoices (e.g., 30 for Net 30)
        • Delivery Frequency* - Select how often they deliver (Daily, Weekly, Monthly, etc.)
    • Contact Person - Primary representative
  3. Provide address information:
    • Street address
    • Apartment/Suite (if applicable)
    • City
    • State/Province
    • ZIP/Postal Code
    • Country
  4. Enter optional details:
    • Email address
    • Service Type/Category
    • Additional notes
  5. Save the vendor record by clicking "Submit"
Create Vendor Form
Searching and Filtering

✅ Efficient Vendor Lookup:

  • Search By Vendor Name:
    • Type any part of the vendor name
    • Results update in real-time
  • Filter by Vendor Type:
    • View all vendors
    • View only Service vendors
    • View only Purchase vendors

✅ Vendor Details

Click on a specific vendor to explore their detailed profile with elegance and ease.

  • View Vendor Details: Access a comprehensive overview of the vendor's profile.
  • Rating: Admire the vendor's overall rating and insightful feedback status.
  • General Information: Discover essential details about the vendor.
  • Address: Unveil the vendor's complete and precise address information.
  • Contact Information: Peruse the details of the vendor's designated contact person.
  • Purchase Details: Explore notes and payment terms associated with the vendor.
  • Products: Browse a curated list of the vendor's offerings, including pricing and stock levels.
  • Purchase History: Review an elegant record of the vendor's transaction history.
  • Notes: Add or appreciate additional notes pertaining to the vendor.
  • Action History: Trace the refined history of actions performed on the vendor's profile.
Create Vendor Form

✅ Deleted Vendors

Click the "Delete icon" icon to gracefully access the list of deleted vendors, where you can also seamlessly restore them as needed.

  • View Deleted Vendors: Explore the list of removed vendors and their details.
  • Total Vendors: See the overall count of vendors, including Service and Purchase categories.
  • Search by Name/Phone: Use the search bar to find specific deleted vendors.
  • Filter by Type: Apply filters to view vendors by type (e.g., All, Service, Purchase).
  • Sort By: Arrange the list by preferences such as Latest.
  • Vendor Information:
    • S.No: Unique serial number of the vendor.
    • Rating: View the vendor's rating score.
    • Vendor Name: Name of the deleted vendor.
    • Vendor Type: Category of the vendor (e.g., Service, Purchase).
    • Contact Person: Name of the contact individual.
    • Service Type/Notes: Details or notes related to the vendor's service.
    • Phone: Contact phone number of the vendor.
  • Deletion Details:
    • Deleted By/On: Information on who deleted the vendor and the date/time.
    • Reason to Delete: Reason provided for the vendor's deletion (if applicable).
  • Actions:
    • Comments: Access or add comments related to the vendor.
    • Products: View the vendor's product list.
    • Add Notes: Include additional notes for the vendor.
    • Review & Ratings: View or Edit Ratings.
    • Restore Vendor: Click to reinstate the deleted vendor.
Create Vendor Form
Pagination Controls

Navigate through partner records efficiently:

  • Use the rows per page dropdown (▼) to select display density
  • Default shows 10 rows per page (e.g., 5, 10, 15, 20)
  • Use pagination controls when you have more vendors than fit on one page (e.g., Prev, Next)
Pagination Controls
Best Practices

✅ Vendor Management Tips:

  • Keep vendor contact information current with regular reviews
  • Clearly categorize vendors by type for quick access during emergencies
  • Include detailed service categories for better vendor selection
  • Use the notes field to record special terms or conditions
  • Verify phone numbers and emails during annual vendor reviews