Manage vendors
Keep a clean master of material suppliers, service providers and contractors with GSTIN, payment terms and bills history.
A vendor is any external party you buy goods or services from — cement supplier, steel supplier, plumbing contractor, legal firm, marketing agency. Every purchase order, bill and payment-made in the system ties back to a vendor.
Open the vendor master
Step 1: Open CRM → Parties → Vendors
The list shows every vendor with total POs, bills outstanding and payments-to-date.
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Add a vendor
Step 1: Click Add vendor
Fill in Firm name, Primary contact, Phone, Email, Address, GSTIN, PAN and the default Payment terms (Net 15, Net 30, Due on receipt).
Step 2: Add bank details
Enter the bank name, account number and IFSC the vendor uses for payouts. These feed every payment-made entry so finance does not re-key them.
Step 3: Pick a category
Material supplier, service provider, contractor, agency. Categories drive the Purchases analytics breakdown.
Step 4: Save
The vendor is now a valid reference on CRM → Purchases → Purchase orders / Bills.
Vendor detail tabs
| Tab | What it covers |
|---|---|
| Overview | Pending bills, overdue bills, YTD spend. |
| Purchase orders | Every PO committed to this vendor. |
| Bills | Every bill received. |
| Payments made | Every tranche paid. |
| Documents | Signed MSA, GST certificate, PAN scan. |
What's next
- Purchase orders — commit a PO to this vendor.
- Bills — book a bill received against a PO.