Add New Vendor Category

To add a new vendor category to your organization, follow the steps below:

Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar.

Step 2: Select the Vendor Category menu and click the New button.

Step 3: On the New Vendor Category page, complete the following fields:

• • Name: Enter the name of the vendor category.
  • Prefix for Vendor Code: Enter the prefix to be used for vendor codes. This prefix will automatically be applied when creating vendor codes in the Add Vendor and Vendor Details screens.
  • Description: Enter a brief description of the vendor category.

Step 4: Click the Save button to create the vendor category.

Create Vendor and Select Prefix

After creating the vendor category, you can assign the prefix when creating a new vendor:

1. 1. Navigate to Vendors → New Vendor.
   2. Select one of the available prefixes and enter the vendor code.

Result:
The selected prefix will be applied to the vendor code. The prefix can also be modified later in the vendor details if required.

Edit Vendor Category

To edit an existing vendor category, follow these steps:

Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar.

Step 2: Select the Vendor Category menu, choose the vendor category to be edited, and click Edit.

Step 3: Make the necessary changes and click the Save button to apply the updates.

Delete Vendor Category

To delete a vendor category, follow these steps:

Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar.

Step 2: Select the Vendor Category menu, choose the vendor category to be deleted, and click Delete.

Step 3: Confirm your action in the confirmation pop-up. The selected vendor category will be permanently deleted.