VENDOR MASTER DATA

The Vendor Master Data page serves as a centralized repository for managing supplier information. It provides a comprehensive list of all vendors, including their contact details, addresses, and financial terms.

  1. In the left navigation panel, expand the Master Data menu.
  2. Click on Vendor Master Data.

Actions

Vendor Master Data

  • Search: A text box to search for a specific supplier.
  • Reset: Clears the search field and restores the default list view.
  • + Supplier: Click this button to add a new supplier to the master record.
  • + Vendor Data: Click this button to view or manage additional vendor data.

Add Supplier

To add a new supplier, click the + Supplier button. This opens the Add Supplier Info modal.

Add Supplier Info

Form Fields

Fill in the following details to register a new vendor:

  • Supplier ID: A unique identifier for the supplier.
  • Supplier Name: The full name of the vendor or company.
  • Address: The physical address of the supplier.
  • City: The city of the supplier.
  • State: The state or province.
  • Country: The country where the supplier is based.
  • Currency: The currency used for transactions.
  • Payment Term: The agreed payment terms (e.g., Net 30).
  • GST Number: The Goods and Services Tax number.
  • Primary Email: The main email address for contact.
  • Primary Contact Name: The name of the primary contact person.
  • Primary Contact Number: The phone number of the primary contact.
  • Escalation Contact Name: Name of the person to contact for escalations.
  • Escalation Email: Email address for escalations.
  • Escalation Contact Number: Phone number for escalations.
  • Alternate Number: An secondary phone number if available.

Actions

  • Save: Saves the new supplier information to the system.
  • Cancel: Closes the modal without saving changes.

Vendor List Table

Vendor List Table

The table displays the following information for each vendor:

  • Supplier ID: The unique identifier for the supplier (e.g., VID0001).
  • Supplier Name: The name of the vendor company (e.g., ACOPIAN TECHNICAL COMPANY).
  • Address: The physical address of the supplier.
  • City: The city where the supplier is located.
  • State: The state or province.
  • Country: The country of the supplier (e.g., US, UAE, IN).
  • Currency: The trading currency for this supplier (e.g., USD, AED, INR).
  • Payment Term: The agreed-upon payment terms.
  • GST Number: The Goods and Services Tax identification number, if applicable.
  • Primary Email Id: The main email address for communication.
  • Primary Contact Name: The name of the primary contact person.
  • Primary Contact No: The primary phone number.
  • Escalation Contact: Contact person for escalations.
  • Escalation Email Id: Email address for escalations.
  • Escalation Contact No: Phone number for escalations.
  • Alternate Number: An alternative phone number for the vendor.