Step to create and manage the Vendor group¶

A vendor group is a category used to organize vendors with similar characteristics. It helps generate purchase and payment reports by group and makes vendor management easier. For example, local suppliers, international suppliers, and service providers can each be separate vendor groups.¶

Step to Create and manage the vendor group:¶

1. Click on Masters From the main menu¶

2. Click on Customer & Vendor Info¶

3. Choose the Vendor Group from the dropdown menu¶

4. Click on Add New Button¶

5. Click the “Add New Vendor Group” button to add a vendor group.¶

6. Select the parent group name to create a sub Vendor group under it. If no parent is selected, the system will automatically set “Vendor” as the parent group.¶

7. In the Group Name field, enter the name of the vendor group, for example, “Wholesale Suppliers.”¶

8. Click the Save button to record the new vendor group.¶

9. The system confirms that the party group has been created successfully. Click OK to continue.¶

10. In the Vendor Group List, you can view, edit, or delete vendor groups. Click the View button to see vendor group details.¶

11. After viewing the vendor details, click the Back button to go back to the previous screen.¶

12. To edit the Vendor group details, click the Edit button.¶

13. In the editing screen, make the necessary changes, and click on the Save button to save the updated details.¶

14. To delete a vendor group, select the vendor group name and click the Delete button. A confirmation message will appear. Click OK to confirm the deletion or Cancel to keep the vendor group.¶