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