Vendor Details

Overview

• Users with Vendor General permission can view the Pending Approval tab on the dashboard, which displays vendors in Enroute status awaiting approval. These users can access the Vendor Details page, but have no editing capabilities.

• Users with the Vendor Purchase Manager permission have full editing access to vendor details, with all action buttons visible for managing the vendor's information.

General Information

This section provides the essential details about the vendor: Name and Number, Currency, Email and Phones.

Users can review and update this information when necessary, if a vendor isn't public.

Edit Vendor

Clicking the Edit button allows users to modify vendor's details. Once in edit mode, the fields in the General Information section become editable for updates.

Document Rows

Users can manage the vendor’s:

• Vendor Managers: Assign users responsible for overseeing vendor activities.
• Contacts: Add and update the vendor’s contact information.
• Billing Info: Manage billing details related to the vendor.
• Addresses: Add or modify the vendor’s addresses.

Each section includes an Add button, allowing users to input new records. When clicked, a new row is added for the respective section.

Requested Items

• Description: Displays requested item.
• Quantity: Displays the set number of each item.
• UoM: Displays unit of measure.
• Expense Type: Displays selected expense type from available types in Expense Types.
• Remarks: Item-related notes or comments.