Vendors

Vendors | Purchase | Expense | Vendors Job Aids

Vendors

Allows the user to set up vendors to supply goods or services to their business transactions

Notes:

• Vendors record will be used and reflected on the following modules
  • Purchase Module
  • Expense Module
  • Purchase Journal
  • Purchase Relief
  • Purchase Report
    

Vendor Menu List

Vendor Record List

Field	Description	Expected Output
1. Options Menu	List of Options available when checking the Vendor	Add New Vendor - Allows the user to add a new Vendor Record Import Vendor - Allows the user to import vendor data from the template provided Export Vendor - Allows the user to export the vendor records into spreadsheet
2. Search Bar	Allows the user to search for an Vendor Record	Alphanumeric
3. Display	Allows the user to filter the number of records to viewed on one page	10/15/20/50/100
4. Vendor Record List	List of Records of the Vendor based from their Vendor Code, Vendor Name, Email and TIN	Vendor List from Vendor Maintenance Module

Vendor Options Menu

Vendor Option Menu

Notes:

• For further instructions on how to Add, Export and Import Vendors, the user may refer to Vendors Job Aids which can be found here

Vendor Record Menu

Vendor Record Menu

Notes:

• For further instructions on how to View, Edit or Delete Vendors record, the user may refer to Vendors Job Aids which can be found here.

Add New Vendor Menu

Vendor Add Menu

Vendors Add Menu List

Field	Description	Expected Output
1.Vendor Code	Unique reference code of the Vendor	Alphanumeric
2.Vendor Name	Name of the Vendor	Text
3.Email	Email of the Vendor	Alphanumeric
4.Address	Address of the Vendor	Alphanumeric
5.City/Province	City/Province base on the Address of the Vendor	Text
6.Business Type	Type of Business of the Vendor	Individual/Corporation
7.TIN	Tax Identification Number of the Vendor	Numeric
8.Payment Terms	List of remaining days when the Vendor is paying a specific Transaction	Numeric
9.Contact Number	Contact Number of the Vendor	Numeric

Notes:

• Vendor Code is a unique field, this field cannot be edited once the vendor record is created.

Vendor View Record

Vendor View Record

Vendor Edit Record

Pro Vendor Edit Record

Vendor Import Record

Vendor Import Menu