Vendor

In ianaiERP, vendors are the suppliers from whom you purchase goods and services. Maintaining accurate vendor records is crucial for efficient purchasing, accounts payable management, and supply chain operations.

Overview

• Vendors can be created, viewed, and managed from the Vendors list.

• Each vendor can have multiple addresses and contacts.

• Vendor information is automatically populated in purchasing transactions.

Where to Access

• Users can access Vendors via Purchase pane

Key Attributes

Company Settings

• Show Master Record (toggle): View/edit the master vendor when multi-company is enabled.

• All Companies (toggle): Make this vendor available to every company in your org.

Name & Contact

• Display Name (required) : Primary label used across the app.

• Company Name: Legal/business name (if different).

• First/Last Name, Role: Main contact person and title.

• Email, Phone, Website: Communication details.

Addresses

• Primary / Additional: A vendor has one primary address plus as many additional addresses as you need (unlike customers, vendors don't have a separate billing/shipping split); each can carry its own contact.

Payments

• Payment Term: Default terms applied on POs/bills.

• Account Number: Your account or vendor code at the supplier.

• Credit Limit: Internal spending limit for monitoring.

Other Details

• Department: Cost center or owning team for reporting.

• Internal Notes: Account instructions or relationship notes (not printed).

• Attachments: Contracts, W-9/사업자등록증, bank info, certificates, etc.

Linked Info

• Items: List of items you purchase from this vendor.

• Transaction History: PO, item receipt, bill, payment, and credit memo trail.

Key Functions

Create/Edit a Vendor

1. Purchase → Vendor → Add New.

2. Fill Display Name, contact and address details.

3. Set Payment Term, Account Number, optional Credit Limit.

4. (Multi-company) Toggle All Companies if shared across entities.

5. Add Notes/Attachments → Save.

Manage Contacts & Addresses

• Add multiple contacts (sales, accounting, logistics) and addresses (HQ, warehouse).

• Set defaults so POs print/route correctly.

View History & Items

• From a vendor record, open Transaction History to audit activity.

• Review Items tab to see pricing/parts sourced from the vendor.

Merge Duplicates

• In the vendor list, select records → Merge Vendors to consolidate duplicates (keeps history).

Best Practices

• Keep contact details, terms, and addresses current to avoid late payments or mis-ships.

• Use Internal Notes for delivery cut-offs, RMA policies, or bank remittance notes.

• Review Transaction History and run A/P reports to monitor performance and exposure.

• Standardize naming (e.g., “Company - Branch”) and set default terms to reduce entry errors.

Related Features

• Purchase Orders

• Items

• Receiving

For more detailed information on managing vendors and the purchasing process, please refer to the specific sections in this documentation.