How to add/search/update a vendor ?

How to add/search/update a vendor ?



To add, search, or update a vendor, follow these steps:

Adding a Vendor:

  1. Go to the Expense Module.
  2. Click on "Add Vendor."
  3. Select the appropriate Expense Head.
  4. Choose the Business Type.
  5. Select the vendor type as Suppliers, Publishers, Suppliers & Publishers, or Service Provider.
  6. Enter the Business Name, GSTIN, and Website URL (if applicable).
  7. Provide the Primary Contact Details.
  8. Enter the personal details of the contact person, along with their address.
  9. Click on "Submit" to complete the vendor addition.

Searching for a Vendor:

  1. Go to the Expense Module.
  2. Look for the search option or search bar specifically designated for vendors.
  3. Enter relevant search criteria such as vendor name, GSTIN, or any other available information.
  4. Initiate the search to retrieve the vendor details.

Updating a Vendor:

  1. Go to the Expense Module.
  2. Search for the specific vendor using the search functionality mentioned above.
  3. Locate the vendor in the search results and click on it to access its details.
  4. Make the necessary updates or modifications to the vendor's information.
  5. Click on "Submit" or "Update" to save the changes and update the vendor's details.

By following these steps, you can add new vendors, search for specific vendors based on criteria, and update existing vendor information as needed.

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