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Vendors

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Adding vendors in IndusTrack helps you create purchase orders and track your supplies and products easily.

How to Access Vendors

Go to Settings > Expenses > Vendors to manage your suppliers. This page allows you to create, view, and organize vendor information effortlessly.

Vendors List

The Vendors page displays a table with key details about your suppliers:

  • Name – Vendor or company name
  • Street Address – Main business location
  • Phone – Vendor’s direct phone line

Search and Sort Vendors

  • Filter Bar: Enter keywords to find specific vendors quickly.
  • Sorting: Click a column header (e.g., Name, Address, or Phone) to sort the list.

Managing Vendors

  • Actions Button: Add new vendors or delete existing ones.
  • List Per Page: Adjust the number of vendors displayed (15, 25, or 50). Use Previous and Next buttons to navigate multiple pages.

Add a New Vendor

You can add a vendor in two ways:

  1. Through the Vendors Page: Go to Settings > Expenses > Vendors, click the Actions button, then select + Add a New Vendor.

2. While Creating a Purchase Order: A new vendor profile can be created during the purchase order process.

Tip: Before adding a vendor, search the list to avoid duplicate entries.

Vendor Information

Fill in the required fields (*):

General Information

  • Vendor Name* – Vendor’s name
  • Email – Contact person or sales department email
  • Phone – Direct phone number
  • Mobile – Contact person’s mobile number
  • Fax – Company’s fax number
  • Other – Any additional contact details
  • Website – Vendor’s website

Address Details

  • Main Address:
    • First and Last Name
    • Street Address, City, State, ZIP, Country
    • Notes – Add landmarks or other relevant details
  • Additional Locations: Click + Add New to enter more locations. Use the arrows to expand or collapse sections.
  • To remove an additional location, click “Delete.” The information will be removed instantly. Main Address fields cannot be deleted.

Other Details

  • Account No. – Unique vendor code for easy identification
  • Business ID No. – Business registration number (if applicable)

After entering the details, Save the vendor to add it to the list.

Updating a Vendor’s Information

To modify a vendor’s details:

  1. Go to Settings > Expenses > Vendors.
  2. Click the vendor’s name from the list.
  3. Update the necessary fields.
  4. Click Save to apply changes.

Deleting a Vendor

If you no longer work with a vendor, you can delete their record.

Important: Deleting a vendor permanently removes them from your IndusTrack account.

  1. Go to Settings > Expenses > Vendors.
  2. Select the vendor(s) by ticking the checkbox next to their name.
    • To delete all vendors, tick the checkbox in the Name header.
  3. Click the Actions button and select Delete.
  4. Confirm deletion in the warning window by clicking Yes or cancel the action.

By following these steps, you can efficiently manage your vendors in IndusTrack.