Vendor Categories
Purpose
The Vendor Categories screen allows administrators to create and manage vendor classifications within the Purchase module. Vendor Categories help organize vendors into logical groups and provide predefined code prefixes that can be used when generating vendor codes.
Vendor Categories can also be assigned to vendors for classification, reporting, filtering, and procurement management purposes.
Create
To create a new vendor category:
Step 1
Navigate to Settings within the Purchase Module from the left sidebar.
Step 2
Select Vendor Category and click New.
Step 3
Complete the required information:
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Enter the Name.
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Enter the Prefix for Vendor Code.
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Enter the Description.
Step 4
Click Save.
The vendor category becomes available for vendor creation and management.
View
The Vendor Category list displays all configured vendor categories.
Users can view:
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Category Name
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Vendor Code Prefix
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Description
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Creation Information
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Last Updated Information
Edit
To modify an existing vendor category:
Step 1
Navigate to Settings → Vendor Category.
Step 2
Select the vendor category and click Edit.
Step 3
Update the required information.
Step 4
Click Save.
The updated information will be reflected in future vendor records and category assignments.
Delete
To remove a vendor category:
Step 1
Navigate to Settings → Vendor Category.
Step 2
Select the vendor category and click Delete.
Step 3
Confirm the deletion in the confirmation dialog.
The selected vendor category will be permanently deleted from the system.
Field Descriptions
| Field | Description |
|---|---|
| Name | The name used to identify the vendor category. |
| Prefix for Vendor Code | The code prefix used when creating vendor codes for vendors assigned to this category. |
| Description | Additional information describing the vendor category. |
Workflow Rules
Vendor Code Generation
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Vendor Categories can define a unique prefix for vendor codes.
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During vendor creation, users can select one of the available prefixes.
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The selected prefix is applied to the vendor code.
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Vendor code prefixes are retrieved from the Prefix for Vendor Code field of Vendor Categories.
Vendor Assignment
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Vendors can be assigned one or multiple vendor categories.
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Vendor category assignments help organize suppliers for purchasing and reporting purposes.
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Vendor categories can be updated from the Vendor Details screen.
Vendor Details Management
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Vendor code prefixes can be modified later from the Vendor Details screen if required.
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Vendor category assignments can be added, removed, or changed after vendor creation.
Synchronization
Vendor Category data is synchronized with:
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Vendors
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Vendor Details
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Vendor Portal
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Purchase Requests
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Purchase Quotations
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Purchase Orders
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Purchase Invoices
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Reports
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Analytics
Permissions
| Permission | Description |
|---|---|
| View | Allows users to view vendor categories. |
| Create | Allows users to create new vendor categories. |
| Edit | Allows users to modify vendor categories. |
| Delete | Allows users to remove vendor categories. |
Important Notes
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Vendor Categories should be configured before creating vendor records.
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Vendor code prefixes help standardize vendor identification across the organization.
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Multiple vendor categories can be assigned to a single vendor.
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Changes to vendor category names or descriptions do not automatically modify existing vendor codes.
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Vendor code prefixes can be adjusted in Vendor Details if business requirements change.
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Consistent vendor categorization improves supplier management, reporting, filtering, and procurement analysis.