Managing the Inventory Vendors
Managing vendors in the system is essential for ensuring a smooth procurement process. This guide outlines the steps to add, edit, and manage vendors efficiently.
Accessing the Vendors Section
- Log in to your account and navigate to the Back Office.
- Click on Inventory in the left-hand menu.
- Select Vendors to open the Vendors management page.
Adding a New Vendor
To add a vendor manually:
- Click the + Add New Vendor button in the top-right corner.
- In the pop-up window, provide the required details:
- Vendor Name: Enter the name of the vendor.
- Contact Information: Add contact details like phone number or email.
- Address: Specify the vendor’s location or address.
- Click Add to save the vendor’s details.
Uploading Vendors via Excel
For bulk uploads:
- Click the Upload Vendors button.
- Download the provided sample Excel file by clicking the Sample Excel File link.
- Edit the file:
- Fill in all required fields, ensuring data accuracy and correct formatting.
- Save the file in Excel format (.xlsx).
- Drag and drop the file into the upload section or click Browse Files to select your file.
- Click Submit to upload the vendor data.
Editing or Deleting a Vendor
- To Edit: Click the red hyperlink – vendor’s name then click “Edit vendor”,
- To Delete: Click the “delete vendor” option to permanently remove the vendor.
Search and Filter Vendors
Use the search bar at the top of the Vendors page to quickly locate a vendor by their name or contact details. You can also sort vendors based on specific criteria like the creation date.
Vendor-Related Inventory Management
Vendors play a key role in managing your inventory. Ensure that every vendor is linked to the correct inventory items and brands for streamlined operations.
Best Practices for Vendor Management
- Regularly update vendor contact details to avoid communication issues.
- Use descriptive and consistent naming conventions for vendors.
- Periodically review the vendor list to keep it relevant and up-to-date.