Vendors

1 The vendor pipeline Seven stages from a name somebody collected to a supplier you work with — two of which move… 2 Add a vendor Nine steps, four required fields, and the rest can wait until you actually need it. 3 What a vendor record holds Eleven tabs, and a right-hand rail that answers what they are worth without you opening anything. 4 Vendor types and categories Eight types, and why a category is not the same thing. 5 Approve a vendor The one gate in the whole module, and what it refuses. 6 Block a vendor The one status that the rest of the product obeys. 7 When a vendor goes quiet The overnight sweep that keeps your approved list from meaning nothing. 8 GSTIN, PAN, MSME and TDS The statutory details, and the one missing field that quietly costs the vendor money. 9 Bank details, and checking them Paying an unverified account is how money goes missing. 10 Their papers, and when they expire Upload the certificates, record the expiry, and be told before it lapses. 11 What they supply, and what it costs Record their services, attach a price list, and turn the lot into stock items in one go. 12 Rate a vendor Five stars, based on work they actually did. 13 Give a vendor a login Four switches that decide what a supplier can see and do for themselves. 14 Agreements and confidentiality Two dates and a switch, for when a supplier sees more than their own work. 15 Raise a purchase order What you have ordered, and how much of it has arrived. 16 Record a bill from a vendor What they have invoiced you, and what is still owed on it. 17 Debit notes Reducing what you owe a vendor, on paper, with a reason. 18 Pay a vendor Allocating the money, settling the TDS the bill booked, and why the vendor gets less than the bill. 19 The vendor dashboard Where they stand, what they are worth, and what is waiting on somebody. 20 Import a list of vendors Bringing an existing supplier list in without typing it twice. 21 Vendor settings Two settings, and a deliberate refusal to have more. 22 Who can do what with vendors Approve is its own permission, and that is the whole design.