Vendor Category

  • Last Created On Jun 18, 2023
  • 477
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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. Name: Enter the name of the vendor category.
      2. Prefix for Vendor Code: Enter the prefix for the vendor code. This prefix will be used when creating vendor codes in the Add Vendor and Vendor Details screens.
      3. Description: Enter a brief description of the vendor category.
    • Step 3. Click Save
      For example, we have two vendor categories as shown in the screenshot below.

    • Step 4. Create vendor and select prefix: Select Vendors menu --> New Vendor --> Choose one of the available prefixes and enter the vendor code, prefix is ​​taken from Perfix for Vendor Code of the above vendor categories

      Result: 

      You can also change the prefix in the vendor details if needed.
    • Step 5. Select one or more vendor categories for the vendor if needed.

      Result: 

    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.

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