Understanding Vendors
A vendor is a person, company, or entity that sells goods or services. Vendors can operate in various industries and sectors, ranging from retail to technology to manufacturing. They can sell directly to consumers or to other businesses, depending on their target market and business model. Vendors play a crucial role in the supply chain by providing the products or services needed by consumers or other businesses.
Adding a New Vendor
Adding a New Vendor in AntMyERP is simple! You just need to input in their important information into one place. Here’s what you do.
You can add Vendors in two ways
Manually creating a vendor from the vendor Listing Page.
Importing Vendor
Manually Creating Vendor from the Listing Page
Navigate to the Left Menu > Purchase > Vendors.
You will land on Vendor Listing page.
Click the + Icon button on the top right corner of the page.
Begin by uploading your company logo and entering the company name.
(Please note that this logo will appear in all your communications documents like Purchase order and contract)
Please enter all mandatory fields along with all the details of your vendor. Please note that all fields marked in red are mandatory and must be filled.
After entering all the details, click Save.
Productivity Tool: You can add Vendor from the Quick Add icon on the top directly
Note: Duplicate Vendor entries are not permitted within AntMyERP to maintain data integrity.
Importing Vendor
Navigate to Left Menu > Purchase > Vendor
You will land on Vendor Listing Page
On Top Right Menu navigate to Three Dot Icon > Import Vendors.
Read Instructions and Click Download Sample Filefor your reference by clicking sample file.
Ensure that all the fields are mapped and filled correctly while adding your Vendors.
Now go to the Top Right Menu navigate to Three Dot Icon > Import Vendors.
Click on Upload and select the file to be imported.
If all the data mentioned in file is proper it will take 5 seconds to upload the data
Your Vendors are imported in your AntMyERP to transactions.
Note: You can upload 50 Vendors at a time.
Exporting Vendor
Navigate to the Left Menu > Purchase > Vendor
You will land in Vendor Listing Page
Filter from the LIVE Search / Filter. Now you have filtered data which need to be exported
Now go to the Top Right Menu and navigate to Three Dot Icon > Download
All your Vendors data will be exported as per the Search or Filter
All your Vendors are Exported from your AntMyERP to Excel
Note : Export can be done only by the users who have the permission from super admin.
Manage Column: Create your own Vendor Listing View
For Manage column Refer the manage column Document
Settings and Preferences for Vendor
Navigate to the Left Menu > Purchase > Vendor
You will land on Vendor Listing Page
Now go to the Top Right Menu navigate to Three Dot Icon > Purchase Settings.
Select the Settings you want to Enable. below
Purchase Preference– To setup Lead for purchase,Purchase requisition,Request for quotation.Enable approval system and Purchase order manual download.
Purchase order– To manage the Purchase order Business type which you require
PO Authorisation setting– To Enable Purchase order Authorisation Setup
Click on Updates.
View Vendors
Navigate to Left Menu > Purchase > Vendor
You will land on Vendor Listing Page
Locate the Vendor in the Vendor list and click on the View option from the Action dropdown menu. Alternately you can Right Click on the Vendor whom you want to View.
If you want to make any changes to this Vendor, click on the Edit icon.
Editing Vendors
Navigate to Left Menu > Purchase > Vendor
You will land in Vendor Listing Page
Locate the Vendor in the Vendor list and click on the Edit option from the Action dropdown menu. Alternately you can Right Click on the Vendor whom you want to Edit.
Make the necessary changes to the Vendor details.
Save the updated information.
Deleting Vendors
Please note : you cannot delete a vendor once added in AntMyERP.You can inactive the same.To inactive the vendor
Please refer Managing vendor Active and Inactive for the same
Creating Customer from Vendor Data
Navigate to Left Menu > Purchase > Vendor
You will land on Vendor Listing Page
Locate the Vendor in the Vendor list and click on the Create as Customer option from the Action dropdown menu. Make the necessary changes to the Vendor details and click Save.
Note: Duplicate Customer entries are not permitted within AntMyERP to maintain data integrity.
Managing Vendors: Active and Inactive
If you need to stop doing business with a vendor for any reason, you can easily make them Inactive.
Navigate to Left Menu > Purchase > Vendor
You will land on Vendor Listing Page
Search the vendor you want to Inactive and click on edit from the action icon
change the status to ‘Inactive,’ and Save the changes.
Once a Vendor is inactive, nobody in your company can create any new transactions like purchase orders and delivery notes for them.
If you need to start working with the Vendor again, simply go through the same process and mark them as ‘Active.’ Then you can start transacting with them as usual
