Vendors
The Vendors module manages your supplier database. Track brand names, distributor details, contact info, payable balances, transaction history, and bank details for seamless procurement.Vendor List & Filtering
Clickable Stat Cards
Three stat cards double as filter buttons: Total Vendors, Total Payable (red), and Paid / No Due (green).
Search & Filter Tabs
Search vendors by brand name, distributor name, phone, or email. A segmented filter bar (All, Due, Paid) provides quick filtering. Pagination supports 10, 20, or 50 rows.
Vendor Table
Each row shows the brand name, distributor name, contact info, and payable amount (red if positive). Click any row to open the detail view.
Export to CSV
Export your vendor list to CSV for accounting or procurement records.
Vendor Detail & Management
Detail Modal
Click any vendor to see brand name, distributor name, GSTIN/VAT number, phone, email, sales person phone, contact person, address, payable balance, bank details, and transaction history.
Transaction History
View all bills for a vendor in a paginated table. Each transaction shows the bill number, date, total, paid amount, due amount, and status badge.
Create Vendor
Add a new vendor with fields for brand name, distributor name, GSTIN/VAT, sales person phone, contact person, email, phone, address, and bank details. Bank details support international formats.
Edit Vendor
Edit any vendor’s details via a dedicated edit modal. All fields are pre-filled.
Currency-Aware Labels
The vendor form adapts to your configured currency. For INR it shows “GSTIN”, for other currencies it shows “VAT / Tax No.”. Bank detail fields also adapt (IFSC for India, sort code for UK, routing number for US, etc.).
Delete Vendor
Remove a vendor with a confirmation dialog. This is a permanent action.
Purchase Orders
Purchase Orders (POs) let you formally request goods from vendors before they are delivered. Create a PO, send it to the vendor, and when goods arrive, convert it into a vendor bill. This keeps your procurement process organized and auditable.PO List & Stats
View all purchase orders in a paginated table with PO number, vendor name, date, status badge (Open, Closed, Cancelled), and total amount. Filter by text search and date range.
Create Purchase Order
Create a new PO with vendor search, product line items with quantity and rate, and auto-calculated totals. The PO number is auto-generated based on your configured prefix and series.
PO Detail View
Click any PO to see the full detail: vendor info, line items with product, quantity, rate, and line total, status, and creation date. From here you can print, edit, or convert to a bill.
Print / Download PDF
Generate a PDF of the purchase order using your configured PDF template. The template supports custom header color, logo, footer text, and background style.
Convert to Bill
When goods arrive, convert a PO into a vendor bill with one click. The bill is pre-filled with the PO’s line items, quantities, and rates. You can adjust before saving.
Deep Linking
Open the create PO modal directly via URL with
/purchase-orders?new=1. Useful for quick access from bookmarks or shortcuts.Vendor Credit
Vendor Credits are the vendor-side equivalent of customer credit notes. When a vendor owes you money — due to returns, overcharges, or damaged goods — create a vendor credit. Apply it against future bills to reduce what you owe.Summary Stats
Four stat cards: Total Credits, Total Amount, Open (unused) Amount, and Applied Amount. Gives you a quick view of your vendor credit position.
Search & Filter
Search by credit number or vendor name. Filter by date range. Pagination supports 10, 20, or 50 rows. Status badges show Open (amber), Partial (blue), or Applied (green).
Create Vendor Credit
Create a new vendor credit linked to a source bill. Select the vendor, choose the bill, specify the reason type (return, overcharge, damage, etc.), and enter line items with quantities and rates.
Detail Drawer
Click any vendor credit to open a side drawer showing vendor info, source bill, reason, total and remaining amount, and a log of all applications against bills.
Apply to Bill
Apply an open vendor credit to any of the vendor’s unpaid bills. Enter the amount to apply and the bill due is reduced accordingly. Partial applications are supported.
Delete Vendor Credit
Remove a vendor credit with a confirmation dialog. Only credits with no applications can be deleted.