How to add or upload Vendors?

 

Creating a Vendor and Adding Vendor Contacts with AntMyERP

AntMyERP simplifies vendor management by allowing you to create vendors, capture their complete details and add multiple contacts all within a few clicks.

To begin, go to the Purchase module on the left hand side and click Vendor. You’ll see a list of all vendors already created in the system. To add a new one first click the plus icon on the right.

The Vendor Form opens. Enter the vendor company name. If it already exists in the system, it will appear automatically. Then fill in details such as type of contact, source and business house. You can also specify the type of company, enter the address, pin code, email ID and mobile number. All red marked fields are mandatory.

Next, add the contact person details such as name, gender, designation, department and email ID. If there’s another contact email or mobile number, you can include it. Define the escalation level for smooth coordination and select the industry and sub industry the vendor operates in.

Specify the vendor type for instance, whether the vendor supplies materials, provides on-site services, or offers logistics or remote support. You can also mention who manages this vendor internally, add a vendor code, select the transaction currency and write any internal remarks. If the vendor is an Authorized Service Provider (ASP), mark it accordingly. Choose a reporting tag if applicable, then click Save to create the vendor.

To add multiple vendor contacts, go back to the vendor list, right click on the vendor’s name and select Edit. Click the plus icon under the Contacts section to add more personnel including their designation, department, contact details and reporting hierarchy.

Once saved, your vendor and all associated contacts are successfully created and stored in the system.

With AntMyERP, vendor creation and contact management are efficient, organized and error free.