Adding new Vendor/Customer
Adding new Vendor/Customer
Menu > Application Settings > Vendor/Customer.
A new vendor can be added through this interface. The vendor list is displayed with all vendors created in Asset Infinity on multiple modules.
Vendor/Customer form opens:
The field visible on this screen are explained in the table below.
FIELD NAME | DESCRIPTION | MANDATORY | VALIDATION |
Vendor Name | Enter the Vendor name, | Yes | A combined check is used between Vendor Name and Registration Code for duplication. |
Registration Code | Unique registration code | No | A combined check is used between Vendor Name and Registration Code for duplication. |
Contact Person | Enter name of Contact Person for the Vendor. | No |
|
Contact Number | Enter Contact Number. | No |
|
Add email of the user | No | Single E-Mail ID can be added | |
Address 1 | Add permanent address of the Vendor | No |
|
Address 2 | Add alternative address of the Vendor | No |
|
City | Name of the city | No |
|
State |
| No |
|
Remarks/Notes Customer? |
| No |
|
Managing Vendor Grid
The Vendor/Customer added will be displayed in the grid. Here the user can manage the columns in the grid. Users can Re-Order the columns or set the columns to Hidden. The Export to Excel feature reflects the same order of columns as selected here.
On-Demand Configurations
It can be configured if the Vendor Code should be mandatory i.e. user needs to enter the code manually.
A check can be established to verify that vendor codes are not the same.
If a vendor has been bound at any point in the application, the user can be denied the privilege of changing the Vendor Code.
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