How To Add new Vendor/Customer l Application Settings

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 

 

Email 

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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