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Adding Vendors

Adding vendors in Zoho POS involves capturing information about business contacts from whom you purchase items. Vendors can be individuals or representatives of companies. In the Vendors module, details like vendor display name, GST treatment, source of supply, currency, primary contact, and contact person can be added manually or through import

Summary

The Vendors module in Zoho POS is a crucial part of the purchasing process, allowing users to capture information about business contacts from whom they purchase items. Vendors can be individuals or representatives of companies. In the Vendors module, users can add details such as vendor display name, GST treatment, source of supply, currency, primary contact, and contact person manually or through import. There are two ways to create Vendors in Zoho POS: manually adding vendors and importing vendors. When manually adding vendors, users must enter basic details such as primary contact, company name, vendor display name, email, phone, and website. Additional information can be added in the "Other Details" section, including GST treatment, source of supply, currency, and other details. Users can also add billing and shipping addresses, as well as vendor contacts. The Vendors module is essential for managing vendors and creating purchase orders.
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Vendors are the business contacts from whom you purchase items/products. A vendor can either be an individual contact or a contact representing a company. For example, say Zylker Supermarket sells bakery items, beverages, fruits, and vegetables. They purchase the bakery items from Cakes4sale, beverages from abc company, and fruits and vegetables from xyz store. Here, Cakes4sale, abc company, and xyz store are the vendors for Zylker Supermarket.

In Zoho POS, all the information about vendors can be captured in the Vendors module. You can also create a purchase order for items, create a bill, and manage the payment process.

Adding Vendors

There are two ways to create Vendors in Zoho POS.

  • Manually adding vendors

  • Importing vendors

Manually adding vendors

The following information about vendors has to be manually added to the Vendors module in Zoho POS POS.

  • Vendor display name: The name of the vendor that will be displayed on all invoices, purchase orders, etc.

  • GST treatment: The vendor's type of GST registration can be selected from the drop-down list. Once this is selected, you can specify the GSTIN/UIN number.

  • Source of supply: Select the registered location of the vendor—the place from where items will be supplied to your store.

  • Currency: Choose the desired currency you prefer for transactions between you and the vendor.

  • Primary contact: The vendor's point of contact, with whom all communications are made.

  • Contact person: A vendor's alternate point of contact in case the primary contact is unavailable.

To add vendors

Go to Purchases > Vendors.

Click + New.

Enter the basic details such as primary contact, company name, vendor display name, email, phone, and website. You can click Add more details to add more information about the vendor such as Skype Id and designation.

In the Other Details section, specify GST treatment, source of supply, currency and other information.

Click the Address tab to add Billing and Shipping addresses. If the Shipping address is the same as the Billing address, you can click Copy billing address button.

Click the Contact Persons tab and add the Vendor's Contacts.

Click + Add Contact Person to add more contacts.

Click the Custom Fields tab to add information to the custom fields that are added to the Vendors module.

Click the Remarks tab to add any comments.

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