Guide: Vendor Category

Vendor Category

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 Settingsmenu under Purchasemodule from the left sidebar.
• Step 2. Select Vendor Categorymenu -> Click on the Newbutton.
• Step 3. In the New vendor categorypage, fill the following details: Name: Enter the name of the vendor category.Prefix for Vendor Code: Enter the prefix for the vendor code. This prefix will be used when creating vendor codes in the Add Vendorand Vendor Detailsscreens.Description: Enter a brief description of the vendor category.
• Step 3. Click Save
• Step 4. Create vendor and select prefix: Select Vendorsmenu -->New Vendor--> Choose one of the available prefixes and enter the vendor code.Result: You can also change the prefix in the vendor details if needed.

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

Edit Vendor Category setting

To edit the details of an existing vendor category:

• Step 1. Go to Settingsmenu under Purchasemodule from the left sidebar
• Step 2. Select Vendor categorymenu ->Select vendor category need to be edited and click Edit
• Step 3. Make the necessary changes and click Savebutton

Delete vendor category

• Step 1. Go to Settingsmenu under Purchasemodule from the left sidebar
• Step 2. Select Vendor categorymenu ->Select the vendor category need to be deleted and click Delete
• Step 3. Confirm your selection in the following pop-up. The vendor category will be deleted.