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Steps to Create Edit & Manage Vendor Master

Vendor Master is used to create and manage all vendor/supplier information in the system. It stores essential details such as vendor name, address, contact info, VAT/PAN, category, credit terms, and type. Proper setup ensures accurate purchase management, reporting, and vendor tracking.
Examples: ABC Traders Pvt Ltd, XYZ Suppliers, Kathmandu Distributors, Raw Material Suppliers, Service Providers.

Steps to Create, Edit & Manage Vendor Master

1. Go to "Masters"

2. Select "Customer & Vendor Info" from the "Master" menu.

3. Select "Vendor Master" from the dropdown

4. Click on the "Create Vendor" button to create a new vendor.

5. Enter the "Name of the Vendor".
Eg: "ABC Traders Pvt Ltd"

6. Enter the "Address" of the Vendor.
Eg: "23 Main Street, Kathmandu"

7. Enter the "VAT NO".
Eg: "543218976"

8. Enter the "Email Address" Of the vendor.
Eg: ""

9. Enter the "Contact Number" Of the vendor.
Eg: "9801234567"

10. Select "Parent Group" if the vendor has a parent group.

11. Click on Additional Info

12. Select the Category of the vendor from the available options.
Eg: Direct Party

13. "Create as Both Customer and Vendor" Tick this option if you want the same vendor to be added as a customer as well.

14. Select The Vendor Type
E.g., VAT Registered or PAN Registered.

15. In the "Vendor Credit Terms", enter the "Credit Limit".
Eg: "10000"

16. In the "Vendor Credit Terms" , enter the "Credit Days".
Eg: "15"

17. Click Contact Person to add or manage vendor contacts. Enter name, contact, designation, email, and choose action to remove.

18. Click on SAVE

19. From the Vendor List, you can view, edit, or delete a vendor. Click "View" to see the details.

20. After viewing, click on BACK" to return to the Vendor List.

21. Click on "Edit" to modify the vendor’s details. After making the necessary changes, you can "Save"the updates.

22. Click "Delete" to remove the vendor. In the confirmation popup, click "OK" to confirm or "Cancel" to abort.