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Configure Vendor Credits Preferences

In this help document, you’ll learn the preferences you can configure for the Vendor Credits module in Zoho ERP.

To access the Preferences for the Vendor Credits module:

  • Go to Settings in the top right corner of the page.
  • Click Vendor Credits under Purchases.

Approvals

If your business requires vendor credits to be approved by other employees, you can configure Approvals for the Vendor Credits module in Zoho ERP. You can choose from Simple, Multi-Level, and Custom approval. Read our help document on Approvals to learn more.


Fields

If your business requires additional fields beyond the pre-defined fields in the Vendor Credits module, you can add them by creating new fields. Read our help document on Fields to learn more.


Validation Rules

If you want to set restrictions on creating or updating vendor credits, you can use Validation Rules. Read our help document on Validation Rules to learn more.


Buttons

Perform specific actions on vendor credits with a single click. Create them using a Deluge script and execute actions based on the functions you add. Read our help document on Buttons to learn more.


Related Lists allows you to fetch and view data from within the app as well as from other third-party services. This comes in handy when you want to cross-reference data from different entities. This comes in handy when you want to cross-reference data from different entities. Read our help document on Related Lists to learn more.