Vendor Management
Organize your supply chain by managing all supplier contacts and details in one place.
🏪 Vendors Overview
The Vendors module serves as your digital address book for all suppliers. It ensures you have quick access to contact information when reordering stock.
🔍 Search & Filter
Use the search bar to find vendors by name (e.g., "Fresh Produce Co."). You can also filter the list by Status to see active or inactive suppliers.
📋 Vendor List
The main table displays key details: Vendor Name, Contact Person, Email, and the Categories of goods they supply.
➕ Add Vendor
Click the purple + Add Vendor button (top right or center) to register a new supplier in the system.
📝 Adding a New Vendor
Clicking + Add Vendor opens a registration form to capture essential supplier details:
- Basic Information:
- Vendor Name & Contact: Enter the business name and a primary phone number for quick communication.
- Email & Address: Record their official email for purchase orders and physical address for deliveries.
- Categories:
- Check the boxes that apply to this vendor (e.g., Raw Materials, Supplies, etc.). This helps in categorizing expenses later.
- Bank Details (Optional):
- Store banking information like Account Number and Bank Code to facilitate direct payments.
- Finalize: Add any extra Notes if needed, then click the purple Create button to save the vendor.
✏️ Editing Vendor Details
Need to update a supplier's contact info or categories? Click the Edit (pencil) icon in the actions column to open the modification form.
The Edit Vendor modal comes pre-filled with the supplier's current details:
- Basic Information: Modify the Vendor Name, Contact Number, Email, or Address if they have changed.
- Categories: Update the supplied goods categories (e.g., add "Supplies" to a "Raw Materials" vendor).
- Bank Details: Review or update banking information for payments.
- Finish: Click the purple Update button to save your changes and return to the list.
🔄 Managing Vendor Status
You can temporarily deactivate a vendor without deleting them from your system. This is useful if a supplier is out of stock or you've paused ordering from them.
To change a vendor's status:
- Locate the Status column in the vendor list.
- Click on the green Active badge.
- The status will instantly toggle to a grey Inactive badge.
- Clicking it again will revert the status back to Active.
🗑️ Deleting a Vendor
If you no longer work with a supplier and want to remove them permanently, use the delete option.
To delete a vendor:
- Click the red Delete (trash can) icon in the Actions column.
- A Confirm Delete warning will pop up asking: "Are you sure you want to delete vendor [Name]?"
- Caution: This action cannot be undone. Make sure you really want to remove this vendor before clicking the red Delete button.
- If you change your mind, simply click Cancel.