Purchase Management — Vendors, contacts and administrators
Create vendors, contacts, portal administrators, categories, files, imports and status controls.
Create a vendor
Create a vendorAdd a supplier company and its purchasing details.Admin Area → Purchase → Vendors → New Vendor
Open guide →GuideEdit a vendor
Edit a vendorUpdate vendor profile, commercial and address information.Admin Area → Purchase → Vendors → open vendor → Edit
Open guide →GuideDelete a vendor
Delete a vendorRemove a vendor through the supported action after reviewing linked records.Admin Area → Purchase → Vendors → vendor row → Delete
Open guide →GuideChange a vendor status
Change a vendor statusActivate or deactivate a vendor record.Admin Area → Purchase → Vendors → vendor row/status action
Open guide →GuideConfirm a public vendor registration
Confirm a public vendor registrationConfirm a newly registered vendor account.Admin Area → Purchase → Vendors → open pending registration → Confirm
Open guide →GuideCreate a vendor category
Create a vendor categoryAdd a vendor category with name, code prefix and description.Admin Area → Purchase → Settings → Vendor Category
Open guide →GuideEdit a vendor category
Edit a vendor categoryUpdate vendor-category metadata.Admin Area → Purchase → Settings → Vendor Category
Open guide →GuideDelete a vendor category
Delete a vendor categoryRemove an unused category.Admin Area → Purchase → Settings → Vendor Category
Open guide →GuideAssign vendor administrators
Assign vendor administratorsLink authorised CRM staff to a vendor record.Admin Area → Purchase → Vendors → open vendor → Administrators
Open guide →GuideRemove a vendor administrator
Remove a vendor administratorDelete a vendor-to-staff administrator assignment.Admin Area → Purchase → Vendors → open vendor → Administrators
Open guide →GuideAdd a vendor contact
Add a vendor contactCreate an authenticated or non-authenticated contact under a vendor.Admin Area → Purchase → Vendors → open vendor → Contacts → New Contact
Open guide →GuideEdit a vendor contact
Edit a vendor contactUpdate vendor-contact identity, email, language and portal details.Admin Area → Purchase → Vendors → open vendor → Contacts → Edit
Open guide →GuideDelete a vendor contact
Delete a vendor contactRemove a vendor contact using the supported controller action.Admin Area → Purchase → Vendors → open vendor → Contacts → Delete
Open guide →GuideCheck whether a vendor-contact email already exists
Check whether a vendor-contact email already existsResolve the uniqueness check before saving a contact.Admin Area → Purchase → Vendors → contact form → Email
Open guide →GuideChange a vendor-contact status
Change a vendor-contact statusEnable or disable a vendor contact.Admin Area → Purchase → Vendors → open vendor → Contacts → status toggle
Open guide →GuideView all vendor contacts
View all vendor contactsUse the consolidated contacts list.Admin Area → Purchase → Vendors → All Contacts
Open guide →GuideUpload a vendor attachment
Upload a vendor attachmentStore a file against the vendor record.Admin Area → Purchase → Vendors → open vendor → Files → Upload
Open guide →GuideDownload a vendor attachment
Download a vendor attachmentOpen an authorised vendor file.Admin Area → Purchase → Vendors → open vendor → Files → Download
Open guide →GuideDelete a vendor attachment
Delete a vendor attachmentRemove a vendor file through the supplied action.Admin Area → Purchase → Vendors → open vendor → Files → Delete
Open guide →GuideImport vendors from spreadsheet
Import vendors from spreadsheetCreate vendor records from the supported spreadsheet import.Admin Area → Purchase → Vendors → Import
Open guide →GuideReview a vendor import error file
Review a vendor import error fileUse the generated error output to correct rejected rows.Admin Area → Purchase → Vendors → Import results/error file
Open guide →GuideDelete stale purchase import error files
Delete stale purchase import error filesUse the module cleanup action for prior-day error files.Admin Area → Purchase → import maintenance
Open guide →GuideView a vendor’s contracts
View a vendor’s contractsFilter contracts for one vendor.Admin Area → Purchase → Vendors → open vendor → Contracts
Open guide →GuideView a vendor’s purchase orders
View a vendor’s purchase ordersFilter purchase orders for one vendor.Admin Area → Purchase → Vendors → open vendor → Purchase Orders
Open guide →GuideView a vendor’s quotations
View a vendor’s quotationsFilter quotations for one vendor.Admin Area → Purchase → Vendors → open vendor → Quotations
Open guide →GuideView a vendor’s purchase invoices
View a vendor’s purchase invoicesFilter purchase invoices for one vendor.Admin Area → Purchase → Vendors → open vendor → Invoices
Open guide →GuideView a vendor’s debit notes
View a vendor’s debit notesFilter debit notes for one vendor.Admin Area → Purchase → Vendors → open vendor → Debit Notes
Open guide →