Vendor Centre Fields

Header Level Fields

Vendor Centre furnishes users with header-level options to streamline various processes.

Batch Delete - This allows you to Batch delete the selected vendors from the Vendor Centre.

Merge - This option allows us to merge the selected vendors from the Vendor Centre.

How It Works:

Step 1: Select two vendors from the Vendor Centre and click the Merge option from the Options dropdown menu.

Step 2: The system validates the following before allowing the merge:

• Both vendors use the same currency.
• Both vendors are in Active status.

• No pricing rule exists for either vendor.

Step 3: A popup window appears prompting you to select the Primary Vendor. Choose the vendor to retain and confirm the merge.

After the merge is completed, all applicable records are updated to reflect the selected primary vendor. Transactions and references that were previously linked to the secondary vendor—such as Item Centre default vendor settings, Purchase Orders, Item Receipts, and Item–Vendor Mapping—will now be associated with the primary vendor instead.

Search

You can use these search options for precision and flexibility when managing vendor information.

Vendor Name - This allows you to search for the specific vendor as per their name.

Header Level Important Icons

Refresh: Empowering users to rejuvenate search results based on selected criteria, ensuring that the displayed information remains consistently up-to-date.

Save: The Save feature allows users to safeguard any updated user interface (UI) settings, ensuring a personalised and consistent experience in future interactions with the module.

Advanced Search: The Advanced Search option allows users to refine the search results with precision. Users can engage in a nuanced search by specifying criteria such as Column Name, Operator, and Value, facilitating precise and tailored searches.

Columns: Columns represent the customizable criteria available to users, enabling them to tailor and refine their searches according to specific needs. The Vendor Centre grid displays the following columns that provide key details about each vendor record.

Field	Description
Vendor Id	Unique system-generated identifier assigned to each vendor.
Vendor Name	Name of the vendor registered in the system.
Type	Indicates the type of vendor (e.g., Suppliers, Tax Agency).
Company Name	The company name associated with the vendor record.
Currency	Currency used for transactions with the vendor.
Is 1099 Vendor?	Indicates whether the vendor is marked as a 1099 vendor for tax reporting purposes.
Account Number	Vendor account number used for identification or reference.
Payment Term	Payment terms agreed upon with the vendor.(e.g., 10%, 2% 10 Net 30)
Lead Time (Days)	Number of days typically required by the vendor to deliver goods or services.
Average Lead Time (Days)	Average delivery time calculated based on historical transactions.
Default Payment Method	Default payment method used when making payments to the vendor.
Is Active?	Indicates whether the vendor record is active in the system.
Last Activity Datetime	Displays the date and time of the last recorded activity for the vendor.
Default AP Suspense Account	Default Accounts Payable suspense account associated with the vendor.

Versatile Data Export: This feature's versatility allows users to export and download data in various file formats, providing a summarised overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.