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CiuisCRM Documentation

3.4.How to manage Vendor Master Data? #

Create Vendors:

1. Vendors can be found under Purchases in the main menu.

2. All the existing vendors can be found listed here.

3. Click on the Create Vendor(1) icon.

4. Enter the details and click on Create.

 

Create Vendor Group:

1. Click on the create Vendor Group(2) icon.

2. Click on the add vendor group(3) icon.

3. Enter the group name and click on Add.

4. You can also edit(4) and delete(5) vendor groups by clicking on the appropriate icon.

 

Manage Columns:

1. By default, all the columns for the table are displayed. To manage the columns to be displayed, click on the “Filter Column” icon in the list view.

2. The list of columns will be displayed. Check the columns you want to be displayed. This option will be saved.

Last updated on October 14, 2019
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