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JAI CRM

VendorsWho you buy from, and how they rate

Vendor management that checks a supplier before you order or pay

Follow every supplier through seven stages, from a contact you met at a trade fair to one you will never use again. See what each vendor supplies, at what rate, where the money goes and which of their papers expires next month. From ₹149 per user per month.

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The vendor dashboard: vendors by stage, ratings and what is owed to them.
7 things it doesEvery one in the product today

What is Vendors in JAI CRM?

Vendors in JAI CRM is the vendor management module. It tracks each supplier through seven stages, from prospective to blocked. A vendor must be approved, with PAN, bank account and GSTIN (GST number) where registered, before you can raise a purchase order, bill, debit note or payment. It also keeps rate cards, TDS settings and compliance papers with expiry dates.

What goes wrong when nobody owns the supplier list?

None of these start as software problems. They become one because the answer lived in a spreadsheet, a folder of PDFs and somebody's memory.

  • Bank details copied from a forwarded message

    A payment is due. The bank details are in a message forwarded eight months ago. Nobody ever checked them against a cancelled cheque. No field records whether anyone did, so nobody asks a second time. The first time it matters is the day the money leaves.

  • Blocked in Friday's meeting, ordered from on Tuesday

    Everyone agreed the supplier was finished, after three short lots and an argument about quality. The decision became a line in somebody's notes. A different person, who was not in the meeting, raised the next purchase order. The reason it should never have gone out never reached them.

  • An "approved" list of everyone you ever cleared

    You have four hundred names and buy from about thirty. Nobody wants to go through the rest and mark them dormant (not used lately). So the list keeps growing and stops being a shortlist of anything. To answer "who do we actually work with?", you open the purchase register and count.

  • The GST certificate that expired in March

    It is a PDF in a folder with the vendor's name on it. The expiry date is printed on it, and nothing in your business reads printed dates. It lapsed in March. Someone noticed in August, only because a customer asked for it. Eleven bills were paid against it in between.

  • The rate went up and nobody will say who changed it

    The rate card lives in a shared spreadsheet. Today the line says ₹340. Three people are sure it used to be ₹295. There is no old value, no new value and no name against the change. So the argument is about who is lying, not about what the rate is.

What vendor management in JAI CRM does, in plain words

Nothing below is on a roadmap. Every one is in the product today, and a 14-day trial is long enough to check any of it.

Pipeline

Seven vendor stages, and two of them update themselves

Every vendor sits in one of seven stages. A vendor can be collected, screened, shortlisted for one job, cleared by finance, working with you, quiet, or blocked with the reason written on the record. Each stage is a menu item with a live count beside it.

A vendor record with contact details, bank and tax details, and past purchases.
Prospective, available, shortlisted, approved, active, inactive, blocked
Each stage is its own list with its own count and colour. So "who is shortlisted?" is answered in the sidebar, without opening a list and building a filter. The first stage is stored as "pool" and shows as Prospective vendors in the menu. It replaced "draft" and "pending", which both used to mean "collected, and nobody has looked yet". If your plan does not include Vendors, the menu simply shows no count instead of an error.
Only allowed moves, and a refusal tells you which ones are allowed
There are twenty-six allowed moves between the seven stages. If you try one that is not allowed, the message says what is: "A vendor that is shortlisted can only move to approved, available, blocked, inactive". That list is handed back, so the screen offers the real options instead of guessing. Every stage has at least three places to go, so no vendor ever gets stuck.
Nobody has to manage active and inactive
Raising an order, receiving a bill or making a payment moves an approved or dormant vendor back to active. The history gets a line saying why, for example that Acme is active again because purchase order PO-41 was raised, signed by "The system". A nightly check moves vendors back to inactive when nothing has happened for the number of days you chose. It never wakes a vendor who is blocked or still being screened. So activity can never sneak a blocked supplier back onto the approved list.
It will not guess how long "dormant" should be
You set the number of days, from 0 to 1095. If it is zero, empty or invalid, nothing is touched at all. That means your business would rather move vendors by hand, which is a fair choice and not a reason for the software to guess. When it is set, "last activity" falls back to the approval date. Otherwise every vendor who was approved but not yet used would go quiet on the first nightly check.

Onboarding

Add a vendor in eight steps, with only four required fields

Adding a vendor takes eight steps: profile, billing address, tax and statutory details, banking, services and rates, capability, contacts and notes, and access and status. Each one is really a different conversation. Demanding all of it at once is why supplier lists fill up with placeholder text.

The vendors list with GSTIN, city, rating and status.
Four required fields: name, vendor type, mobile, business type
Everything else can come later. The counter names which fields are still missing, not just how many. You add someone on a Tuesday and their GST certificate turns up two weeks later. A form that cannot handle that is a form people work around.
The vendor code numbers itself
Leave the code blank and the next number comes from the vendor series, as VEN-…. The system checks that the code is unique against other vendor codes, not against the documents table, because a vendor's number is its code.
Twelve dropdown lists sit behind the form
Vendor types, categories, services and products, rate basis, payment terms, payment methods, business types, designations, working time, working hours, response time and team size. When you edit one, the whole list is saved at once. So reordering, renaming and adding are all the same kind of save. A value already used on a vendor is switched off, not deleted, so no record loses the label it was saved with.
The questions you ask before giving them a job
Rating out of five, working days (seven day buttons), working time, working hours, response time, team size, and the tools they actually use: Zoho, Tally, SAP, Odoo, AutoCAD, Adobe CC, MS Office, Figma, or anything you type in. Contacts are separate records, not one column on the vendor. So their accounts person, dispatch person and owner can all be on file, with one marked as primary.

Approval

Approving a vendor needs a tax checklist, not just a button

Approving a vendor means someone takes responsibility for who you are committing to. So the Approve action will not run until the details a payment and a TDS return need are on the record. (TDS is tax you hold back from a payment and pay to the government.) It names whichever detail is missing.

PAN and a bank account, plus GSTIN if they are GST-registered
The refusal says what is missing and why: add the vendor's PAN and bank account before approving, so payments and TDS can be filed correctly. It lists the missing items by name instead of just calling the record incomplete. A vendor whose GST treatment is unregistered, composition, overseas or SEZ is not asked for a GSTIN they do not have.
Approving is its own permission, separate from editing
The person who can fix a vendor's phone number is not automatically the person who clears them for purchase orders. The Approve action needs the approve permission. It records who approved and when, and clears any block reason still sitting on the record. Approving a vendor who is already approved is refused, not repeated: "This vendor is already approved, no action needed".
Purchase documents and payments check approval first
Creating a purchase order, a bill, a debit note or a payment runs the same check. Only approved, active and inactive vendors pass. Anyone else gets a plain message, such as: "X has not been approved yet. They are shortlisted. Approve them before a purchase bill is raised, so somebody has checked who is being committed to."
A vendor left unapproved for two days raises its own reminder
Nobody has to remember to chase it. Two days after a vendor is added and still not approved, the owner and anyone marked on the record get a note in the app. It says how many days it has been and what to do: check the GSTIN and bank details, then approve or reject with a reason. It will not repeat more than once every three days.

Blocking

Blocking a vendor stops the next order, not just one screen

Blocking a vendor refuses new work where the work is attempted. A block that shows only on the vendor screen is just a label, because the person raising the order works in a different module and never sees it. Here, the refusal quotes the reason that was written down at the time.

Four places refuse, and each one repeats the reason
The four are: a new purchase order, bill or debit note; a payment; adding the vendor to a project; and raising a purchase order from a sales order. For example: "Acme Fabrication is blocked and cannot be put on a project. Reason on the record: quality failures on the last three lots." The purchase document and payment refusals also say where to undo it: unblock them from the vendor record if the matter has been settled.
No block without a reason
The Block action will not accept an empty box or a two-character one. It asks you to "Say why the vendor is being blocked", because a blocked vendor with no reason is a question someone asks every six months and nobody can answer. Blocking a vendor who is already blocked is refused, so the old reason is never quietly overwritten. Unblock them first if you want to change it. Blocking several vendors at once also asks for a reason, and records the same one against all of them.
Open orders are counted, not cancelled for you
You see a message like "Blocked. 4 purchase orders are still open", telling you to close or cancel them to stop further supply. What happens to orders already placed is a business decision. Software that cancels four orders for you has made that decision on your behalf.
Bulk changes name the vendors they refused
Every selected vendor goes through the same stage rules. Those that can move, move. The rest come back by name, with their current stage and the reason. A bulk action that quietly skips half your selection is worse than one that tells you which half. Blocking in bulk sends one notification per vendor, not one per batch, because whoever buys from each vendor needs to hear about that vendor, not about a count.

Rates

What each vendor supplies, at what rate, on what terms

The rate card on a vendor lists what they supply and what they charge for each thing. One vendor often supplies several things, each priced differently. When you add a line to a purchase order, you pick from exactly that list. It fills the rate, unit, HSN or SAC code (the GST code for goods or services) and tax from what the vendor told you they charge.

The payment term sits on each service, not on the vendor
Choose per project, per day, per hour, per product, per unit, or a monthly retainer. A studio might design by the project and edit by the hour. That is two arrangements with one supplier. If the term sat on the vendor, someone would have to pick one, and it would be wrong more often.
Edit rates on the record, as a table
A rate that changed by twenty rupees should not mean opening the eight-step form and going to step four. The rate-basis dropdown reads the same master list as the eight-step form, so the two can never use different words for the same thing.
Copy the rate card into your item master, as often as you like
Items are matched by name, ignoring capital letters. For an existing item, only blank fields are filled: purchase rate, HSN or SAC, GST rate and preferred vendor. Nothing is overwritten. A new item is created only where nothing matched, and you are told how many of each. Run it again and it tells you every service already had a matching item and nothing was duplicated. An empty rate card is refused, instead of silently doing nothing.
A vendor's own price list, separate from the standard rate
A vendor can have their own price list for what they charge, kept apart from the standard purchase rate. This is for the supplier whose terms are their own. The system reads it when it works out a price, so it is not just parked in a column nobody opens.

Statutory

GSTIN, PAN, TDS and papers with expiry dates

Most of the hard part of an Indian supplier record is statutory, meaning required by tax law. You enter it on the vendor once, and it is copied onto every document raised against them. So your GST return is built from real bills, not pieced together from a folder of PDFs in the second week of the month.

Five GST types, and one of them moves the tax onto you
Registered, unregistered, composition, overseas or SEZ. When you buy from an unregistered supplier, the document goes on reverse charge by itself, because that is where the tax lands: on you. The document's own reverse-charge setting can override this when you need it to. An overseas vendor is treated as an import or export party. SEZ status is carried onto the document.
Place of supply is worked out, not typed
The system uses the vendor's own place of supply first, then their state code, then the state code read from their GSTIN. So it decides correctly between same-state and other-state tax, even when nobody filled in the field. Seven union territory codes are recognised, so UTGST is applied instead of SGST. The state code is stored separately from the state name, because returns are filed using the code. GSTIN, PAN and the MSME or Udyam number are copied onto the document's bill-to when it is created. So a printed purchase order does not change later when the vendor record does.
TDS per vendor, with the no-PAN rate applied honestly
TDS is on by default, with a section and a rate up to three decimal places. The form offers seven sections: 192, 194C, 194J, 194I, 194H, 194Q and 206C. They become the defaults on every purchase document raised for that vendor. If there is no PAN on file, the higher rate is used and the TDS entry says so: "Deducted at the higher rate because no PAN is on file for this vendor." Each bill books its TDS when it is entered, on its taxable value, and paying it settles that TDS.
Compliance papers are kept apart from ordinary files
A GST certificate that ran out last month is a different kind of file from a rate card. So documents where the expiry matters are kept separately, each with an issue date and an expiry date. One report checks every vendor and lists what expires in the next thirty days (you can set this up to a year). It shows the soonest first, with days remaining, an expired flag, the vendor's stage, and their email and phone, so whoever chases it has what they need on the row. No order is refused because a paper has lapsed. The report and the reminder are what chase it.

The record

Ten tabs, two message feeds, and a badge showing if the bank was checked

Each vendor record has tabs that answer what people actually ask. Where does this vendor stand? What do they supply, and at what rate? What have we ordered, what do we owe, and what have they sent us? Who changed the rate? Each answer is a tab, not a form tucked away in a drawer.

Overview, services and rates, tax and banking, purchase orders, bills and payments, documents, visits, messages, comments, history
The open tab is saved in the page address, so the follow-up pin on the vendor list links straight to Visits. Switching tabs replaces your place in the browser history instead of adding to it, so Back takes you out of the vendor instead of through all ten tabs. Vendors have visits because you call on a supplier as often as on a buyer: factory audits, collecting samples, or settling a payment dispute across a desk.
Messages the vendor can read, comments they never see
Messages are a two-way thread. Each has a direction (in or out), a subject and a body, and the vendor can reply in writing from their portal. Files are attached from your side. Files you pick before sending are moved onto the message when it goes, so the thread reads as it was written. Comments are what your own team says about the vendor. The most useful note about a supplier is usually one you would not send them.
History shows who changed the rate
Eleven actions are recorded for a vendor: created, updated, deleted, stage moved, approved, blocked, bulk stage change, the three compliance actions and a rate-card sync. Each one records the field, the old value, the new value, and the person who did it, or "The system" when the move was automatic. The timeline shows what happened. History shows who changed what and when, which is what you ask when a rate is wrong.
Bank: Verified or Unchecked, on every row
One flag covers IFSC for Indian accounts, and SWIFT or IBAN for overseas ones. It starts as not verified. The list shows it as a badge. The dashboard counts unverified accounts as a standing risk, along with vendors you are about to pay who have no GSTIN, and papers expiring within thirty days. Every row also shows what that vendor has actually been worth: orders, ordered, billed, paid and owed. The export carries the same five figures.

Who opens Vendors, and what for

Swipe through the people who use it every day.

The buyer raising an order on a Tuesday morning

They type in the item field and see that vendor's own rate card. Rate, unit, HSN or SAC and tax are filled from what the vendor said they charge. If the vendor is blocked, the order is refused, and the message quotes the reason and says where to unblock them. If the vendor was never approved, it names the stage they are actually at and says to approve them first.

Finance, clearing a new supplier before the first order

Finance owns the Approve action, through a permission separate from editing. It will not go through without a PAN and a bank account, plus a GSTIN if the vendor is registered. The refusal names whichever is missing. The TDS section and rate set here become the defaults on every purchase document for that vendor, so nobody decides the deduction again on each bill.

The owner who wants one view of the supplier side

One dashboard shows how many vendors you have, how many can be ordered from, order count, open orders, and what was ordered, billed, outstanding and paid in the last year. It also shows the seven stages with counts, a split by vendor type, the top ten categories, the top eight vendors by value, the top eight by amount owed, and the eight most recently added. "Open orders" counts only orders still waiting on the vendor, not every order ever raised, because that is the number someone chases.

The vendor themselves, logged in

You create their login in Settings against that vendor, and the vendor record carries the portal flag and portal role that go with it. Once signed in, they see their own purchase orders and bills and nobody else's. They also see a running statement of bills and debit notes against payments, and a message thread they can reply to. Written-off amounts show as their own credit line, because a statement that shows the bill but not the write-off tells them they still owe it. They see no list of other vendors and no internal menus to wander into.

Whoever chases paperwork at month end

One list shows every compliance document expiring soon, across all vendors, soonest first. Each row has days remaining, the vendor's stage, and their email and phone. Thirty days before a document lapses, the vendor gets an email with a link to their portal. It states what happens in plain words: new orders cannot be released once it has lapsed.

A business that subcontracts and must not name its client

Two things sit on the same screen. First, "confidentiality signed" and "privacy accepted" are saved as the dates they happened, not as ticks, because "they agreed" is worth little without "when". Unticking clears the date, because the honest record of a withdrawn agreement is no date at all. Second, hiding client names makes the documents that vendor sees show a nickname instead of your client's name.

What is different once you have it

Your approved list means the vendors you actually use

Two of the seven stages manage themselves. So "approved" means the vendors you work with now, not everyone who once passed a check. Nobody has to maintain it. A single order, bill or payment brings a dormant vendor straight back. The record and its history stay untouched throughout.

The rule stops living in somebody's memory

A decision to stop buying from a supplier reaches the four places someone would act on it: a new purchase document, a payment, a project, and a purchase order raised from a sales order. Each refusal repeats the reason recorded when the decision was taken. You no longer depend on the person raising orders having been in the meeting where it was decided.

Money goes where someone checked it should go

The Approve action will not pass a vendor without a PAN and a bank account. The list says clearly whether that account was ever verified, and the dashboard counts the ones that were not. TDS at the higher no-PAN rate is applied on the bill and noted on its TDS entry, instead of being quietly wrong and found at filing time.

Supplier figures you can actually open

Every vendor row shows orders, ordered, billed, paid and owed, and so does the export. Until now, that question was answered by opening each vendor one by one. Purchase orders can be grouped by vendor, service, status or month. Grouping by service splits an order across its lines, so a two-line order does not count its whole value twice. The same service bought from three suppliers becomes one readable row.

Vendors

What it works with

On its own it is a better spreadsheet. The value arrives when what it makes is what another part uses, with nobody typing it again.

Procurement

The purchase orders, bills, debit notes and payments raised against a vendor. Almost every check on this page is enforced there, not on the vendor screen: an unapproved supplier, a blocked one, or a draft order someone tried to bill. About Procurement

Inventory

One press copies a vendor's rate card into your item master. It fills purchase rate, HSN or SAC, GST rate and preferred vendor where they are blank, and overwrites nothing. The items tab on a vendor shows items created from their rate card, as well as items that name them as preferred supplier. About Inventory

Accounting & finance

Shows what is owed, payable and overdue, as totals with bill counts. Each bill raises a withheld-tax (TDS) entry carrying its section, rate, base amount, financial year and quarter, and its payments settle it. About Accounting & finance

Projects

A blocked vendor cannot be added to a project. The refusal quotes the reason from the record, instead of just saying no and stopping there. About Projects

Sales documents

Raising a purchase order from a sales order checks the vendor before the purchase order is created. A blocked supplier is refused, with the reason named and an instruction to unblock them before raising anything against them. About Sales documents

CRM

Vendor visits are the same visit record the CRM keeps for customers: factory audits, collecting samples, settling a payment dispute across a desk. A pin on the vendor list links straight to them. About CRM

Notifications

Three vendor message templates come ready to use. One tells the owner a vendor has waited two days for approval, and to check the GSTIN and bank details. One emails the vendor about a document expiring in thirty days, with a link to their portal. One announces a blocked vendor, with the reason and a note that open orders need rerouting. About Notifications

Reports & analytics

Pivot (summarise) vendors across seven dimensions, group a kanban board (cards in columns) by five fields, find duplicates by code, email and name, and export with the five money figures on every row. About Reports & analytics

The trades it earns its place in

Take Vendors on its own, or take the lot

Priced per person, per month, in rupees, with GST shown separately. Every plan includes the basics of the whole product: custom fields, roles, reports, documents and notifications. Change plan whenever you like and nothing is typed again.

5 people

CRM + Sales Documents

Leads, customers and deals, with quotations and GST invoices

₹149 per person a month

For 5 people: ₹745 a month, billed as ₹8,940 a year. ₹10,549.20 with 18% GST.

  • Leads, customers, companies and deals
  • Quotations, sales orders and GST invoices
  • Your own mailbox, with replies filed against the record
  • Reports, dashboards and exports
  • 1 GB storage per workspace (organisation)
Start free

CRM + Sales Documents + Subscriptions + Warranty

For a business that bills on a cycle and stands behind what it sells

₹299 per person a month

For 5 people: ₹1,495 a month, billed as ₹17,940 a year. ₹21,169.20 with 18% GST.

  • Everything in CRM + Sales Documents
  • Recurring billing, plans, add-ons and coupons
  • Warranty registration and claims
  • Items and stock, which warranty is held against
  • 1 GB storage per workspace (organisation)
Start free
Most popular

Full Suite

Every module, switched on

₹499 per person a month

For 5 people: ₹2,495 a month, billed as ₹29,940 a year. ₹35,329.20 with 18% GST.

  • Every module in the product
  • Procurement, Inventory, Manufacturing and Quality
  • Books, GST returns, TDS and payroll
  • Projects, timesheets and billing
  • 5 GB storage per workspace (organisation)
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Every plan, and what is in each Prices in rupees, per person, per month. Parts can also be bought on their own.

Only want Vendors?

Any single part is ₹149 per person a month on the yearly rate, with the settings, reports, documents and notifications that go with it. See every part’s price.

A part you do not buy

Is not in your menu. Not greyed out behind an upgrade message, just not there. That is why the product is sold in parts.

How many people, and can I change it?

You choose when you sign up and change it whenever you like, up or down. There is no minimum number of users and no penalty for going down.

Yearly or monthly?

Both. Yearly works out cheaper per month and is paid once at the start. Monthly costs a little more and stops at the end of any month.

Questions people ask about Vendors

Answered in full. If yours is not here, ask us. A person replies.

Ask us something
What is vendor management software in JAI CRM?

It is the Vendors module, where you keep every supplier in one place. Each vendor moves through seven stages: prospective, available, shortlisted, approved, active, inactive and blocked. Approval needs a PAN and a bank account, plus a GSTIN if they are GST-registered. A vendor who is not approved, or is blocked, cannot get a purchase order, bill, debit note or payment. It also holds rate cards, TDS settings and compliance papers with expiry dates.

Who uses the Vendors module in JAI CRM?

Buyers, finance, owners and whoever chases supplier paperwork. Buyers pick rates from the vendor's own rate card on a purchase order. Finance approves vendors and sets their TDS. The owner gets one dashboard for the supplier side. Vendors can log in to a portal to see their own orders, bills and statement. It suits manufacturing, fabrication, construction and interiors, trading, textiles, printing and packaging, pharma, food and FMCG, logistics, agencies and retail.

Can my vendors log in and see their own orders?

Yes. You create the login in Settings against that vendor, and the vendor record carries the portal flag and portal role that go with it. Once signed in, they see their own purchase orders and bills. They also see a running statement of what was billed against what was paid, with anything written off shown as its own credit line, and a message thread they can reply to. They see no list of anybody else and no internal menus. Files are attached from your side of the thread. Their reply is text.

What happens when I block a vendor in JAI CRM?

From that moment, four things are refused: a new purchase order, bill or debit note; a payment; adding them to a project; and a purchase order raised from a sales order. Each refusal names the vendor and repeats the reason recorded when you blocked them. The purchase document and payment refusals also say where to undo it. Everything already raised stays, and the history is untouched. Blocking stops new work; it does not rewrite old work. If purchase orders are still open, you are told how many, and that you must close or cancel them to stop further supply. They are not cancelled for you.

Can I approve a vendor who has no GSTIN?

Yes, if they are not GST-registered. A vendor whose GST treatment is unregistered, composition, overseas or SEZ is not asked for a GSTIN they do not have. Approval still needs a PAN and a bank account in every case, so payments and TDS can be filed correctly. If something is missing, the refusal names exactly which of the three it is, instead of just saying the record is incomplete.

Do vendors become inactive automatically if we stop using them?

Only if you set a number of days, anywhere from 0 to 1095. If it is zero or not set, nothing is touched at all. Moving vendors by hand is a fair choice, and the system will not guess a number for you. When it is set, approved or active vendors with no order, bill or payment since the cutoff move to inactive overnight. The history records the date of their last activity. Newly approved vendors are safe, because last activity falls back to the approval date.

Will copying a vendor's rate card into inventory create duplicate items?

No. Each service is matched to your existing items by name, ignoring capital letters. A matched item is filled only where it is blank (purchase rate, HSN or SAC, GST rate and preferred vendor), and nothing already there is overwritten. A new item is created only where nothing matched. You are told how many were created and how many matched. Running it a second time reports that every service already had a matching item and nothing was duplicated. A vendor with an empty rate card is refused, instead of quietly doing nothing.

Can I stop a buyer from seeing every vendor?

Yes. The check runs on every single vendor lookup, not only on the list. Our code records the bug that taught us this: fifteen lookups once went straight to the vendor's id, so a buyer limited to their own vendors could open, edit, approve, block or delete anybody's. Now a vendor you may not read comes back as "not found" rather than "forbidden", because "forbidden" would confirm the vendor exists. A change you may not make says so plainly (shared with you to read, not to change), because you are already looking at the record. Contacts are reached through their vendor, not by their own id, so the same check applies to them.

Can I delete a vendor?

Only when nothing depends on them. If payments to them are on record, the delete is refused and the message names the alternative: "This vendor cannot be deleted. 3 payments made to them are on record. Delete those payments first, or block the vendor instead." You can ask for the full list of blockers before anyone tries, so the confirmation box shows what stands in the way instead of the delete simply failing. Deleting a vendor, a contact or a compliance document each needs a second, explicit confirmation.

How is TDS deducted for a vendor with no PAN?

At the higher no-PAN rate. It is applied automatically when the bill is entered, and the TDS entry says why: "Deducted at the higher rate because no PAN is on file for this vendor." TDS sections are rows you set up, each with a rate and a separate rate for when there is no PAN. Each bill books its own TDS on its taxable value, and paying the bill settles it. The entry is stamped with the financial year and quarter, based on the financial year start your business is set to. That is April unless you changed it.

Can I change the dropdown options on the vendor form?

Yes, twelve of them, in Settings. They are a fixed set, and an unknown list is refused by name. You save the whole list at once, so reordering, renaming and adding are all the same kind of save. A value already used on a vendor is switched off rather than deleted, so no record loses the label it was saved with. Reading the lists needs permission to see a vendor. Editing them needs the custom-field permission, so the people who use the form are not the people who can quietly rewrite it.

How much does vendor management in JAI CRM cost, and do I need the whole suite?

No, you do not need the whole suite. Vendors costs ₹149 per user per month on its own. The full suite of seventeen modules is ₹499 per user per month. Buying Vendors alone makes sense if your accounts live elsewhere and you mainly want the seven stages, the rate cards and the compliance dates. Be aware that most of the checks described here are enforced on purchase documents, so most people end up with Vendors and Procurement together.

Long enough to know, and it costs nothing to find out

Switch on vendors, put a week of real work through it, and see whether it holds. If it does not, walk away. We did not ask for a card.

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