Vendors
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Vendors Module Overview
The Vendors Module in Zaris CRM helps businesses efficiently manage supplier and vendor information from a centralized location. It enables users to store, view, and update vendor details, ensuring seamless coordination between procurement and supply chain operations.
Quick Edit For Vendors
The Quick Edit functionality lets users make instant updates directly from the list or quick view screen.
You can modify key fields such as:
Vendor Name
Primary Number
Primary Email
Category
Assigned To
This feature eliminates the need to open the full record, ensuring faster and more efficient data management.
Details View For Vendors
The Details View provides a comprehensive overview of the selected vendor. It displays all related information including:
Vendor Information: Name, contact details, website, and address.
Financial Information: Payment terms, currency, and tax details.
Associated Records: Products, Purchase Orders, and Quotes.
Comments, Attachments, and Activities sections for easy collaboration and tracking.
The Edit button is available in the header, allowing direct access for modifications.
Add New Vendor
To create a new vendor, click the “+ Add Vendor” button in the Vendors module list view. A popup will appear for entering vendor details.
Fill out the required details such as:
Vendor Name (mandatory)
Contact Number and Email
Assigned User
Once saved, the vendor will appear in the list view, ready to be linked with related modules like Purchase Orders and Products.
Edit Vendor
To update vendor details, open the vendor record and click the Edit option in the header.
Users can modify any existing information, update associated records, or attach relevant documents.
After making changes, click Save to apply updates instantly.
Benefits of Vendor Module
Centralized Vendor Management
All vendor details, communications, and transactions are organized in one place, improving accessibility and control.
Enhanced The Working Efficiency
Quick View and Quick Edit options save time by allowing instant updates without navigating multiple pages.
Improved the Collaboration
Integrated records for products, purchase orders, and activities ensure teams stay aligned and informed throughout the vendor management process.
