Docs
ProductPurchases

Vendors

Maintain vendor master data used on bills, purchase orders and payment files.

Overview

Maintain vendor master data used on bills, purchase orders, and payment files.

Where in the app

  • /c/companies/:companyId/purchases/vendors

Step-by-step

  1. Open Purchases → Vendors. (UAT-C-PUR-VEN-001)
  2. Create or import vendor records with tax IDs and payment details. (UAT-C-PUR-VEN-001)
  3. Link default accounts and approval rules. (UAT-C-PUR-VEN-001)
  4. Keep vendor status aligned with compliance checks. (UAT-C-PUR-VEN-001)

Permissions and modules

Requires vendor management permissions in Purchases.