The vendor management feature allows for a streamlined process of keeping track of your suppliers and their associated transactions.
Accessing Vendor Records
To view a vendor's details:
- Navigate to the Contacts section and select "Vendors" from the top right dropdown
- Click on a vendor record to view detailed information.
- If you need to add a new vendor to your system, you can do so by clicking the 'Add New' button.
Vendor Details
Within a vendor's record, you will find:
- Open Purchase Orders: This section lists all the purchase orders that are currently open and linked to the vendor.
- Closed Purchase Orders: Here you can view all the purchase orders that have been completed or closed.
Tags and Data Adjustment
Just like other records in the app, vendor records are versatile:
- Add tags to vendor records for easy categorization and searching.
- Edit and adjust vendor data directly within the record as needed.
Purchase Orders and Inventory Tracking
ShopController enhances inventory management through purchase orders:
- Attach purchase orders to vendors to track spending and manage inventory directly within the vendor’s record.
- See a comprehensive view of financial dealings, such as total spend and outstanding amounts, with each vendor.
Creating a Purchase Order
Adding a new purchase order is a quick process:
- Click 'Add New Purchase Order' within the vendor record to bring up the creation menu.
- Enter the necessary details and log the purchase efficiently, right from the vendor’s profile.
Benefits of Vendor Record Management
This feature set offers several advantages:
- Consolidation: Keep all vendor-related transactions and orders in one place.
- Insight: Gain insights into spending patterns and purchase histories with each vendor.
- Efficiency: Quickly create and manage purchase orders without having to leave the vendor’s record.