Vendor Category Setitng

  • Last Created On Jul 12, 2023
  • 34
0 0

Used for create vendor 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 Add vendor category button.

    • Step 3. In the Add vendor category page, fill the following details:

       
      1. Enter the Category Name.
      2. Enter the Description
    • Step 3. Click Save

    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.

      Views: 34

      Recent Articles

      • Synchronize data from Quickbooks to RISE...
        22
      • Synchronize data from RISE CRM to Quickb...
        22
      • Updated Feature in Version 1.0.3 of the...
        28
      • Connect with Quickbooks
        23
      • Client creates Appointments and Rates Ap...
        25

      Popular Articles

      • Warehouse
        1713
      • Item Settings
        1399
      • General Accounting Settings
        1204
      • Mapping Setup
        1118
      • Inventory Receiving Voucher
        988