To add a new vendor category to your organization:
Step 1. Go to Settings menu under Purchasemodule 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:
Name: Enter the name of the vendor category.
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.
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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