Vendor Management

Simple and Easy way to manage vendors in your society

MANAGE VENDORS

You must have a valid login and permission to see this section.

  1. Go to Vendor tab on Home screen and for
  2. Click On Vendor Detail module.
  3. Choose from various actions to add update or delete vendors.
  4. Click on Purchase to add PURCHASE INVOICE.

VENDOR PROFILE

You must have a valid login and permission to see this section.

  1. Click Update button from Manage Vendors Screen
  2. Add Necessary details.
  3. Click On Vendor Detail module.


TIPS:

  • Add TDS section for auto calculation of TDS during Purchase invoice creation. If TDS section is missing it will not autopolulate TDS.
  • Add GSTIN number so that applicable GST is auto calculated and recorded when you raise a purchase invoice for this vendor. This will help you in GST reports.

VIEW VENDOR ACCOUNTS STATEMENT

  1. Click on particular vendor. Then you can view vendor details
  2. Click on Statement to view vendor accounts statement
  3. Click On payment to view payment details made to vendor
  4. Click on Invoices to view or edit vendor invoices

CREATE PURCHASE INVOICE

  1. You need to click on Purchase tab from Action icon to add Purchase invoice
  2. Add necessary details and Save invoice. You have option to save invoice as draft and Use this to create invoice periodically
  3. You need to configure PAN & income tax section while vendor creation then only TDS will be auto calculated in invoice
  4. You need to configure GST while Product/Service creation then only GST will be auto calculated in invoice

TIPS:

  • You need to create Product/Service before you add/select product/service in invoice creation. Click here to view how to create Product/Service.