VENDOR CATEGORY

Vendor Category classifies suppliers based on their role, size, service type, or strategic importance—such as manufacturer, distributor, or service provider. This section allows users to create and manage different vendor categories to streamline procurement workflows and vendor evaluation processes. The documentation outlines the creation steps, form field descriptions, and icon functionalities for seamless configuration and management.

Navigation Steps

1. Click on "Masters".
2. Under "Secondary Master", click on "Vendor Category".

A page will open where the user can add new Vendor Category.

1. Click on the "Add" button.

A new page will open with the following fields:

Vendor Category form

• Vendor Category Name: Enter the name of the vendor category.
• Description: Enter a brief description of the vendor category.
• Remarks: Enter any additional remarks related to the vendor category.
• Active Status: This is a toggle option:
  • ON – The vendor category is active and available for use.
  • OFF – The vendor category is inactive and not available for use.

Save: Click on the Save Button to save the configuration.

once the vendor category is created it is seen in this page

Action

• Edit: Click to modify the details of the selected vendor Category.
• View: Click to view the details of the selected vendor Category.

Icons Overview

• Add Icon: Clicking this icon opens a form to create a new vendor category.
• Export to Excel Icon: Clicking this icon exports the table data to an Excel spreadsheet.
• Search Input: This field allows users to search for vendor category content.
• Search Icon: Clicking this icon displays a search bar to filter the table data.
• Refresh: Reloads the current data or resets the view.
• Home Icon: Clicking this icon redirects the user to the main dashboard or home page of the application.
• Back Icon: Clicking this icon navigates the user back to the previous page or view.