Vendors

Navigate to Vendors#

• Access the Partner Management sub-module of the Finance module
• Click on Vendors

• This displays a list view of Vendors.

Filter vendors#

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records
  • Grouping: A dropdown list of vendor types
  • Status: dropdown list of status types.

Create a Vendor#

• To create a vendor, hit the New button in the toolbar area and populate the form fields.

• The following are some of the fields that needs to be populated:

  • Full Name
  • CUstomer Type
  • Date of Registration
  • Registration Number
  • Short Code

• You also need to populate the fields in the following tabs:

  • Address
  • Contact Details
  • Related Parties
  • Locations
  • Documentation
  • Bank Accounts
  • Profile
  • GL Accounts

• After filling out the forms, hit the Save and Close button.

View a Vendor#

• From the list view, click on the ID of the vendor to view it

Edit a Vendor#

• From the list view, select the vendor you want to edit by clicking on a checkbox
• Click the edit button to edit the vendor you just selected

• After editing, save the changes.

Delete a Vendor#

• From the list view, select the vendor you want to delete using the checkbox
• Click on the Delete button to delete the vendor

Activate a Vendor#

• When you create a vendor, its status will be pending
• To activate the newly created vendor, search for the vendor using the search filter
• Then click the Activate button to activate the vendor (it status will change to Active)

Deactivate a Vendor#

Only an active vendors can be deactivated:

• To deactivate a vendor, search for the vendor using the search filter
• Then click the Deactivate button to deactivate the vendor

Merging Vendors#

Two vendors can be merge together

• To merge 2 vendors into a single vendor, select the first vendor by clicking on the radio button
• Then click the ellipsis(…) in the tool bar area, then click the merge button

• Specify the parameters for both;
  • DeleteSource
  • Source
• Hit the execute button