Vendors
Where: Purchase → Vendors.
Your supplier directory. A vendor must exist before you can raise an RFQ or PO for them, or import their price list.
📷 Screenshot spot — capture this screen and save it as static/img/screenshots/purchase-vendors.png, then replace this whole box with the single line:
Adding a vendor
Click New Vendor:
| Field | Notes |
|---|---|
| Vendor Name * | The only required field. |
| Email, Phone | Used when emailing RFQs/POs. |
| GSTIN | e.g. 27AABCS1234A1Z5 — needed for clean GST input records. |
| City, State | |
| Payment Terms | Days (default 30) — shown as "Net 30" everywhere. |
| Rating | 1–5 stars. |
Working with vendors
- Search by name, GSTIN or city.
- View opens a detail panel with contact details, commercial terms (GSTIN, payment terms, credit limit, rating) and a Sync to Zoho button if Zoho Books is connected.
- Edit updates the record.
Tips
- The vendor picker on RFQ and PO dialogs shows each vendor as "City · Net N" — keeping terms accurate makes picking easier.
- Vendor prices don't live here — they come from price lists (imported by OCR or added via the requisitions "Add to price list" shortcut). The Vendor Comparison page reads those.