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Vendor Category

Purchase Management BuildX

Used for new vendor creation 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.
    1.png

  • Step 2. Select Vendor Category menu -> Click on the New button.
    2.png

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

  1. Name: Enter the name of the vendor category.

  2. Prefix for Vendor Code: Enter the prefix for the vendor code. This prefix will be used when creating vendor codes in the Add Vendor and Vendor Details screens.

  3. Description: Enter a brief description of the vendor category.

Step 3. Click Save

Step 4. Create vendor and select prefix: Select Vendors menu --> New Vendor --> Choose one of the available prefixes and enter the vendor code.
4.png
Result: 
5.png
You can also change the prefix in the vendor details if needed.
6.png

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 
    7.png

  • 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
    8.png

  • Step 3. Confirm your selection in the following pop-up. The vendor category will be deleted.
    9.png

 

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