General Info

Vendor database stores all information about vendors, including names, emails, purchasing history, and etc, in one place. It helps establish good communication with consumers, keep the information updated, and improve efficiency.

Create a Vendor

1. On the left menu, choose Database > Vendor. Choose New > Create New button on the top right.

2. Enter all necessary information and choose Save & Stay floating button.

Column	Description
Ref Code	Internal reference code for your own reference.
Name	Vendor name which can be an organization name, company name or personal name.
Tax No.	Tax number. It can be printed on the business template like quotation, invoice, credit note etc.
Website	Company business website.
Remarks	Some remarks regarding this vendor for internal reference.
Default Value	Pre-define the default value for each vendor, so that when generating a business document, the default value will be auto populated when selecting a vendor. Sales Person - sales person who responsible for this vendor. Payment Terms - the default payment terms that normally applied to this vendor. Payment Type - the default payment type that normally applied to this vendor.. Currency - currency that normally used when having a business transaction with this vendor. Bank Acc - the default company bank account that will be printed on the business document. Shipping Terms - the default shipping terms that normally used when deliver goods to this vendor.

Contact

Keep the contact person information of the vendor. It can be more than one contact person record.

Column	Description
Name	Contact person's personal name.
Designation	A title or a description to identify the contact person.
Email (1)	Primary email address. Define it so that you can send the business document to the vendor directly from the system.
Email (2)	Optional email address of the contact person if any.
Phone (1)	Primary phone number.
Phone (2)	Optional phone number.
Fax	Contact person's fax number.
Address	Unit number and street name.
Postcode	Postcode number.
City	City name.
State	State name.
Country	Select the country from the list. The list is fixed and cannot be edited.
This is active Contact	If this option is not selected, the contact person will not be appear when creating any business document.
Default Value	Pre-define the default value. This is default selected Contact - if this option is selected, when selecting this vendor from a business document, this contact person will be auto selected. When printed the business document, this contact person's information such as email, phone and address will be used.

Photo

1. Click Choose File. Select the vendor image file.

2. Choose the Upload button to upload the image file.

Attachment

Attach any documents that is related to this vendor.

History

List of previous sales transactions of this vendor.

Activity Log

List of activities perform on this vendor with timestamp.