Vendor Management

The PrismERP Vendor Management feature makes managing vendors simple and organized. It lets businesses add new vendors, keep track of detailed profiles, and monitor financial transactions like vouchers, ledgers, and opening balances. Users can manage company and contact information, categorize vendors, and handle accounts all in one place. With smart search, filter, and reporting tools, PrismERP helps keep vendor information accurate, accessible, and easy to manage, making procurement and vendor operations smoother.

1. Add New Vendor

Basic Information:

Field	Description
Customer NID/Mobile	Enter the vendor's NID or mobile number to search or register.
Name	Enter the vendor’s full name.
Print As	Specify how the vendor name will appear in print documents.
Sub Type	Select the vendor subtype
Organization	Enter the organization name if applicable.
Category	Choose the vendor category/group.
Membership Card Type	Select the type of membership card (if any).
Card Expiry Date	Enter the card’s expiry date.
Barcode	System-generated or manually assigned barcode.
Opening Balance (BDT)	Enter the vendor’s opening balance.
Code	Enter Vendor Code
PIN Number	Enter the vendor’s PIN number.
Entry Date	The date the vendor record is created.
Nationality	Select the vendor’s nationality.
Email	Enter the vendor’s email address.
Branch	Select the branch where the vendor will be managed.
Phone	Enter the vendor’s landline number.
Mobile	Enter the vendor’s mobile number.
Alt. Mobile	Enter an alternative mobile number.
Description	Add any additional notes about the vendor.

Item Category / Department:

Field	Description
Department	Select the relevant department.
Sub-Department	Select the sub-department.
Category	Select the category.
Sub-Category	Select the sub-category.

Company Information:

Field	Description
Founded On	Enter the company founding date.
Reg. No.	Enter company registration number.
VAT Reg. No.	Enter VAT registration number.
Category	Select company category (e.g., Promising).
From Date	Enter the start date for the category or assignment.
Assign To	Specify the person or department assigned.
Relationship	Specify the relationship type (Individual/Company).

Company Contact Information:

Field	Description
Alt. Phone	Enter an alternative phone number.
Skype	Enter Skype ID if available.
Facebook	Enter Facebook profile or page link.
Fax	Enter fax number (if any).
Alt. Email	Enter an alternative email.
Website	Enter company website URL.
WhatsApp	Enter WhatsApp number.

Address Information:

Field	Description
Billing Address	Enter full billing address.
Country	Select billing country.
City	Enter billing city.
Thana	Enter billing thana.
Address	Enter detailed billing address.
Shipping Address	Enter shipping address if different from billing.

Account Information:

Field	Description
Bank	Select bank name.
Account Name	Enter account holder name.
Start Date	Enter account start date.
Account Number	Enter bank account number.
Description	Add notes or description about the account.

2. Vendor List

2.1 Vendor Search & Filter Options

Field	Description
Name	Search vendors by full or partial name.
Code	Search vendors by their unique code.
Phone	Search vendors by phone number.
Status	Filter vendors by status (Active, Inactive, All).
Branch	Select a specific branch.
Category (Cat.)	Filter vendors by category/group.

2.2 Vendor Details View

Field	Description
Details	Shows all basic and extended vendor information.
Voucher	Access all vouchers related to this vendor.
Ledger	View ledger and balance details for the vendor.
Attachments	Upload or view documents related to the vendor.
Transactions	View all financial transactions linked to the vendor.

2.3 Vendor Action Item

Field	Description
Purchase Order	Create a new purchase order for the vendor.
Payment for PI	Record a payment made for a purchase invoice.
Add Contact	Add or update contact information for the vendor.
View Party Ledger	Open the ledger to see all debit/credit transactions for the vendor.
Edit Opening Balance	Modify the vendor’s opening balance.