Purpose
The Vendors List page is where you can effortlessly Create New Vendor entries. This feature allows users to create a new Vendor, ensuring that your inventory management remains organized and up-to-date.
What can you do with it?
The Create New Vendor function empowers you to add comprehensive vendor information that is crucial for managing your inventory relationships efficiently. By using this feature, you can create a new Vendor, complete with all necessary details, ensuring seamless vendor management.
How is it done?
Access the Vendors List: Navigate to the Vendors List page to start the process.
Select Create New Vendor: Click on the Create New Vendor button to initiate the entry.
Input Vendor Details:
Vendor Categories: Choose from relevant categories using the data multi-select option to define the vendor's profile.
Name: Enter the vendor's name in the text field for easy identification.
Description: Provide additional information about the vendor in this text field for clarity.
Enter Contact Information:
Address: Fill in the vendor’s physical address to ensure accurate record-keeping.
Primary Phone (Phone 1): Input the main contact number for direct communication.
Secondary Phone (Phone 2): Add another contact number if available.
Email: Provide the vendor’s email address for correspondence.
Additional Settings:
Customer Checkbox: Tick this box if the vendor also acts as a customer, affecting whether shipping orders can be assigned.
Facility Vendor Checkbox: Select this if the vendor is linked to your facility.
Set Vendor Status:
Vendor Status: Choose the current status of the vendor from the available options to reflect their operational standing.
Important Considerations
Accurate Information: Ensure all entered information is accurate to prevent discrepancies in vendor management.
Vendor-Customer Relationships: Mark vendors as customers when applicable to support accurate order assignments.
Best Practices
Regular Updates: Periodically review and update vendor details to maintain data integrity.
Consistent Categorization: Use consistent naming conventions for categories to enhance searchability and reporting.
Comprehensive Descriptions: Utilize the description field to capture unique vendor attributes for future reference.