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Vendors

Table of Contents 

  1. Overview
  2. Vendor Dashboard
  3. Adding a New Vendor
  4. Editing Vendor Information
  5. Viewing Vendor Information
  6. Deleting a Vendor
  7. Vendor Search

Overview

This management section provides administrators with streamlined tools to efficiently oversee vendors responsible for supplying products. Each product can be linked to one or more vendors, offering flexibility and comprehensive tracking of supplier relationships. 

Vendor Dashboard

Easily manage vendor records with comprehensive options to view, add, edit, or delete entries, supported by advanced search and filtering capabilities to quickly locate specific vendors. 

 

 

 

 

  • Name: Displays the vendor’s name.
  • Company: Shows the company the vendor represents.
  • Phone: Lists the vendor’s contact number.
  • Email: Displays the vendor’s email address.
  • Address: Shows the vendor’s address.
  • Actions: Provides buttons for viewing, editing, and deleting each vendor record.

The Vendors Dashboard is easily accessible by navigating to Menu > Inventory > Vendors.

 

 

1. Adding a New Vendor

To add a new vendor to your account, you will be presented with a form containing several fields. Required fields include: Name, Company Name, Position, Phone Number, Email Address, Address, City, State, Zip Code, and Website. After entering all the necessary information, click "Add Vendor" to create the new vendor record. 

  • Click the blue "New Vendor" button in the top right corner of the Vendor Dashboard.

  • Fill out the required fields in the form, including: Name, Company Name, Position, Phone Number, Email Address, Address, City, State, Zip Code, and Website.

 

  • Once all required information is entered, click "Add Vendor" to create the new vendor record.

 

2. Editing Vendor Information

Using the edit interface, you can update any vendor’s information as needed. Modify the desired fields and click "Apply Changes" to save your updates before leaving the window. 

  • Locate the vendor in the list on the Vendor Dashboard.

  • Click the "pencil icon" next to their name.

 

 

  • Modify the necessary fields in the edit interface.

  • Click "Apply Changes" to save the updated information.
     

 

3. Viewing Vendor Information

Access detailed information about a vendor by clicking the "eye icon" next to their name. This opens a window displaying all vendor details. From there, you can also edit or delete the vendor if necessary. 

 

 

 

  • Edit Info: By clicking on "Edit Info”, you will open the edit vendor window, where all available options for editing are displayed. Ensure you click "Apply Changes" before leaving the window to save your updates.

  • Delete: By clicking the delete option, you will be prompted to confirm your decision. Once confirmed, the vendor will be immediately deleted. This action is permanent, so make sure you no longer need the entry before proceeding.

 

4. Deleting a Vendor

To permanently remove a vendor:

  •  Click the "delete icon" next to the vendor’s name and confirm the deletion when prompted. The vendor will be immediately and permanently removed from your list. 

 

For efficient vendor management, use the search bar at the top of the Vendor Dashboard. Enter any specific information related to the vendor, such as name, company, or email, and matching results will appear in the vendor list. 

 

 

 

These features provide a streamlined and organized approach to managing vendors, making it easy to maintain accurate records and quickly access vendor information as needed. 

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