VENDOR CATEGORY
The Vendor Category section allows administrators to classify suppliers based on their role, size, service type, or strategic importance—such as manufacturer, distributor, or service provider. This interface enables users to create and manage different vendor categories to streamline procurement workflows and vendor evaluation processes.
Navigation
Follow these steps to access the Vendor Category interface:
- Navigate to the Procurement module from the main menu
- Under the Secondary Master section, select Vendor Category
The Vendor Category interface will display all existing vendor categories and provide options to create new entries.
Creating a New Vendor Category
Step 1: Initiate Vendor Category Creation
Click the Add button in the toolbar to begin creating a new vendor category.
Step 2: Complete the Vendor Category Form
A vendor category configuration form will appear with the following fields:
Vendor Category Information
| Field | Description | Required |
|---|---|---|
| Vendor Category Name | Enter the name of the vendor category | ✓ Yes |
| Description | Provide a brief description of the vendor category | Optional |
| Remarks | Add any additional remarks related to the vendor category | Optional |
| Active Status | Toggle to enable/disable the vendor category (enabled by default) | ✓ Yes |
Step 3: Save the Vendor Category
After completing all required information, click the Save button to create the vendor category entry.
Warning
Vendor Category Name is a required field.
Managing Existing Vendor Categories
Vendor Category Listing View
Once created, all vendor categories are displayed in the Vendor Category table.
Available Actions
Each vendor category in the listing supports the following actions:
Edit Vendor Category
Click the Pencil icon in the Actions column to modify the selected vendor category information.
View Vendor Category
Click the Eye icon in the Actions column to view complete vendor category details in read-only mode.
Toolbar Features
The Vendor Category interface includes the following toolbar features:
| Icon | Feature | Description |
|---|---|---|
| ➕ Add | Add Record | Create a new vendor category entry |
| 📊 Export | Export to Excel | Download the vendor category data as an Excel spreadsheet |
| 🔍 Search | Search Input | Filter vendor categories by entering keywords (searches across all columns) |
| 🔄 Refresh | Refresh Data | Reload the vendor category table to display the latest data |
| 🔄 Restore | Restore Entry | Restore a previously deleted or archived vendor category entry |
| 🏠 Home | Navigate Home | Return to the application home page |
| ⬅️ Back | Go Back | Navigate to the previous page |