> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/purchase/vendor-section/vendor-info/vendor-info-fields.md). # Vendor Info Fields The Vendor Info module serves as a centralized hub, offering a consolidated view of a vendor's profile. Users can quickly access key details, enabling a 360-degree understanding of the vendor's interactions with your business. ### **Search Vendor** This field allows you to search and select a **Vendor** to view their details. Upon a successful search, the system seamlessly retrieves the information initially entered during the creation of the selected vendor in the Vendor Center. This automated process populates essential Vendor Info fields, including but not limited to Company Name, First Name, Last Name, Payment Terms, Address, Phone Number, and Email, providing you with a comprehensive overview swiftly and efficiently.
* **Company Name** * **First Name** * **Last Name** * **Payment Terms** * **Address** * **Email** * **Main Phone** * **Work Phone** * **Fax** * **Average Lead Time** * **Is Bank Transfer Type ACH?** {% hint style="info" %} The above fields will be populated as per the details input during vendor creation. {% endhint %} ### Line Level Tabs These tabs are located in the bottom half of the **Vendor Info** module page.
#### Transactions Within this tab, you gain access to a comprehensive display of transactions associated with the chosen vendor. To refine and tailor the transaction results according to your preferences, utilize the following filtering options: **Transaction Type:** The dropdown of options in this tab enables you to selectively choose the type of transactions you wish to review in detail. **Date Filter:** The Date Filter allows you to focus on transactions within a specific date range, ensuring a targeted and efficient exploration of relevant financial activities.
#### PO Info In this tab, you can view the Purchase Order specifics associated with the chosen vendor. Details such as Order Number, Amount, Currency, Store, Order Date, and Expected Delivery Date are displayed for your convenience. Refine your results using the following options: 1. **Status Type:** Tailor your view by selecting the order status type, including Open, Released, Received, and Closed, ensuring a focused overview based on your preferences. 2. **Date Filter:** Utilize the date filter to narrow down the displayed orders within a specified date range, providing a targeted exploration of relevant purchase order information.
**Viewing Purchase Order and Linked Orders** In addition to effortlessly managing vendor information, the Vendor Info module offers a convenient way to edit or review Purchase Order details associated with a specific vendor. Simply double-clicking on the Purchase Order (PO) status in the PO Info tab opens a popup window, providing a comprehensive view of the PO details. Within this window, not only can you inspect the specifics of the Purchase Order, but you also gain visibility into Linked Orders, including Manufacturing Orders (MO) and Sales Orders (SO), Custom Fields, and the History of the PO. This streamlined process eliminates the need to navigate to the Purchase Order module separately, enabling seamless scrutiny and management of Purchase Order details associated with the vendor.
**Editing Purchase Order** You can edit your Purchase Order by simply clicking the "Edit" button located in the bottom right corner of the popup window. This action seamlessly redirects you to the [Purchase Order module](/xoroerp-1/purchase/purchase-order/creating-purchase-orders.md), offering a centralized platform to efficiently update and modify details related to the Purchase Order. This user-friendly process ensures a smooth and streamlined experience in managing your purchase transactions.
#### Communications Within the Vendor Info module, the specialized Communications tab functions as a central hub, providing users with a comprehensive overview of all communication dispatched to the selected vendor. This encompasses a record of diverse emails, ranging from purchase order notifications to reminders for pending payments. This feature facilitates a consolidated perspective on all communications associated with the vendor, accessible in one centralized location. Users benefit from the convenience of reviewing emails from various modules within a unified interface, offering a holistic view of the vendor's interaction history.
#### **Lead** **Times** This tab displays the **Lead Time** for the selected Vendor. This the time from when a Purchase Order is placed until the goods are ready and available to sell or ship off the shelf. . For example, the lead time between the placement of an order and delivery of new cars by a given manufacturer might be between 2 weeks and 6 months, depending on various particularities.
#### Bills We have added a new tab in the Vendor Info module called "Bills." This feature is designed to provide users with a comprehensive overview of all bill details associated with a particular vendor.
**Bills Tab Search Fields** Users can easily search for specific bills using the following search fields: * **Select Status:** This field allows you to filter bills based on their status. * **Bill Number:** This field allows you to search bills by their unique bill number. * **PO Number:** This field allows you to search bills by the purchase order number. * **From Date:** The date option allows you to filter the bills for a particular date range. Specify a starting date for bill search in this field. * **To Date:** The date option allows you to filter the bills for a particular date range. Specify an end date for bill search in this field.
**Bills Tab Right-Click Options** In addition to viewing bill details, users also have a range of right-click options available to manage bills efficiently: * **Pay Bill:** Allows users to pay outstanding bills directly from the Bills tab. * **Show Payments:** Displays a summary of payments made for the selected bill. * **Show Credits Applied:** Shows any credits applied to the bill amount. * **Show Prepayments Applied:** Shows any prepayments made towards the bill. * **Edit in New Window:** Opens the bill details in a new window for easy editing and review.
### Line Level Important Icons These functionalities are designed to meet diverse needs, ensuring users experience seamless navigation and effective management of customer information. 1. **Refresh:** * This empowering functionality allows users to refresh search results based on selected criteria, ensuring the displayed information is consistently up-to-date. 2. **Save:** * The Save feature preserves updated user interface (UI) settings, delivering a personalized and consistent experience for future interactions within the module. 3. **Advanced Search:** * Elevating customer information retrieval, the Advanced Search option enables users to conduct sophisticated searches by specifying criteria like Column Name, Operator, and Value. This facilitates precise and tailored information retrieval. 4. **Columns:** * Representing customizable criteria, Columns empower users to refine their searches further. The options in the dropdown menu for Columns dynamically adjust based on the active tab, ensuring relevance and convenience. 5. **Download:** * This versatile feature 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. ### Edit Vendor Info In case, you want to update or modify the Vendor Info, you can click on the **Edit** button to do so.
### Comments The Comments section provides a centralized location for maintaining vendor-related discussions, notes, and supporting documentation. Users can record communication details, operational notes, or other relevant information associated with the selected vendor.
Users can also upload and view attachments within this section, making it easier to maintain supporting documents and communication history directly from the Vendor Info page. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.xorosoft.com/xoroerp-1/purchase/vendor-section/vendor-info/vendor-info-fields.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.