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 personalized 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.

Versatile Data Export: This feature's versatility allows users to export and download data in various file formats, providing a summarized 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.