Creating a vendor

This guide explains how to create a new vendor (supplier) in the Merchant App so that purchase bills, payments, and purchase history can be accurately tracked for each vendor.

Prerequisites

• You are logged into the Merchant App with a role that has Edit access to Purchases.

Step 1: Open the Vendors screen

1. From the main navigation bar, go to Purchases → Vendors.
2. The Vendors list page opens and shows all existing vendors.

Step 2: Start adding a new vendor

1. Click the Add Vendor button.

   

2. A New Vendor form or dialog appears.

   Example: New Vendor form with basic details section.

Step 3: Enter basic vendor details

In the top section of the form, fill in:

• Name: Vendor contact name or primary person name.
• Company Name: Legal or business name of the vendor.
• Contact Number: Mobile or phone number for communication.
• Email (optionals): Email address for sending purchase orders or bills.
• FSSAI Lic No (optional): Food safety license number, if available.
• GST No (optional): GST registration number of the vendor.

These details identify the vendor across purchase and payment screens.

Step 4: Enter billing and shipping address

1. Stay on the Address tab.
2. Under Billing Address, enter:
   • Country / Region
   • Address
   • City
   • State
   • Zip Code
3. Under Shipping Address, either:
   • Click Copy billing address, or
   • Manually enter Country / Region, Address, City, State, and Zip Code if different from billing.

Step 5: Add banking details (optional)

1. Switch to the Banking Details tab.
2. Enter the vendor’s bank information such as:
   • Beneficiary name
   • Bank name
   • Account number
   • IFSC

Step 6: Save the vendor

1. Review all fields: Name, Company Name, contact details, and addresses.
2. Click the Submit button at the bottom-right corner of the form.

After submission, the new vendor appears in the Vendors list and can be selected while creating purchase bills.