Purchase Management — Vendors, contacts and administrators
Create vendors, contacts, portal administrators, categories, files, imports and status controls.
01Create a vendorAdd a supplier company and its purchasing details.Admin Area → Purchase → Vendors → New Vendor02Edit a vendorUpdate vendor profile, commercial and address information.Admin Area → Purchase → Vendors → open vendor → Edit03Delete a vendorRemove a vendor through the supported action after reviewing linked records.Admin Area → Purchase → Vendors → vendor row → Delete04Change a vendor statusActivate or deactivate a vendor record.Admin Area → Purchase → Vendors → vendor row/status action05Confirm a public vendor registrationConfirm a newly registered vendor account.Admin Area → Purchase → Vendors → open pending registration → Confirm06Create a vendor categoryAdd a vendor category with name, code prefix and description.Admin Area → Purchase → Settings → Vendor Category07Edit a vendor categoryUpdate vendor-category metadata.Admin Area → Purchase → Settings → Vendor Category08Delete a vendor categoryRemove an unused category.Admin Area → Purchase → Settings → Vendor Category09Assign vendor administratorsLink authorised CRM staff to a vendor record.Admin Area → Purchase → Vendors → open vendor → Administrators10Remove a vendor administratorDelete a vendor-to-staff administrator assignment.Admin Area → Purchase → Vendors → open vendor → Administrators11Add a vendor contactCreate an authenticated or non-authenticated contact under a vendor.Admin Area → Purchase → Vendors → open vendor → Contacts → New Contact12Edit a vendor contactUpdate vendor-contact identity, email, language and portal details.Admin Area → Purchase → Vendors → open vendor → Contacts → Edit13Delete a vendor contactRemove a vendor contact using the supported controller action.Admin Area → Purchase → Vendors → open vendor → Contacts → Delete14Check whether a vendor-contact email already existsResolve the uniqueness check before saving a contact.Admin Area → Purchase → Vendors → contact form → Email15Change a vendor-contact statusEnable or disable a vendor contact.Admin Area → Purchase → Vendors → open vendor → Contacts → status toggle16View all vendor contactsUse the consolidated contacts list.Admin Area → Purchase → Vendors → All Contacts17Upload a vendor attachmentStore a file against the vendor record.Admin Area → Purchase → Vendors → open vendor → Files → Upload18Download a vendor attachmentOpen an authorised vendor file.Admin Area → Purchase → Vendors → open vendor → Files → Download19Delete a vendor attachmentRemove a vendor file through the supplied action.Admin Area → Purchase → Vendors → open vendor → Files → Delete20Import vendors from spreadsheetCreate vendor records from the supported spreadsheet import.Admin Area → Purchase → Vendors → Import21Review a vendor import error fileUse the generated error output to correct rejected rows.Admin Area → Purchase → Vendors → Import results/error file22Delete stale purchase import error filesUse the module cleanup action for prior-day error files.Admin Area → Purchase → import maintenance23View a vendor’s contractsFilter contracts for one vendor.Admin Area → Purchase → Vendors → open vendor → Contracts24View a vendor’s purchase ordersFilter purchase orders for one vendor.Admin Area → Purchase → Vendors → open vendor → Purchase Orders25View a vendor’s quotationsFilter quotations for one vendor.Admin Area → Purchase → Vendors → open vendor → Quotations26View a vendor’s purchase invoicesFilter purchase invoices for one vendor.Admin Area → Purchase → Vendors → open vendor → Invoices27View a vendor’s debit notesFilter debit notes for one vendor.Admin Area → Purchase → Vendors → open vendor → Debit Notes