Vendor Functional User Manual

Vendors

​

Vendors Listing

Import Vendor

Step 1: Click the Action button 

Step 2: Select Import

Step 3: Click Browse File and select the file you wish to upload 

Step 4: Click Upload to begin the import process

Vendor Actions

Step 1: Click the three-dot icon in the Action column. A menu will appear 

Step 2: Select Mark as Buying Group. The vendor will be moved to the Buying Group section 

Vendors Details

Click anywhere on a vendor row in the listing table to open the Vendors Details page

Contacts

Addresses

AP Invoices

Click anywhere on an invoice row in the listing table to open the AP Invoices Details page

• Related Articles

• Buying Groups Functional User Manual

  Buying Groups Buying Groups Listing Buying Groups Action Buying Groups Details Click anywhere on a buying group row in the listing table to open the Buying Group Details page Step 1: Click on Edit Icon Step 2: Click on Drop Down Icon Step 3: Select ...

• Customer Functional User Manual

  Customers Customer Listing Customer Creation Step 1: Click the Action button Step 2: Select Add New to open the customer creation form Note: When Tax Exempt is enabled, the Tax Code selection will be removed Step 3: Fill all the details as per fields ...

• End Users Functional User Manual

  End Users End Users Listing End User Creation Step 1: Click the Action button Step 2: Select Add New to open the end-user creation form Note: When Tax Exempt is enabled, the Tax Code selection will be removed Step 3: Fill all the details as per ...