Vendors

Vendors

VENDORS

The Vendors module facilitates the registration of new suppliers for the institution and allows for efficient management of payments to these suppliers via bank transfer, check, credit card, and other methods.



Step 1: Viewing Expense Status

Upon accessing the module, the upper screen displays a summary of institution expenses categorized by payment status: paid, unpaid, and refunded. This overview provides a quick glance at financial obligations to suppliers.


Step 2: Registering a New Vendor

To register a new supplier, click on the blue "New Vendor" button. Enter all required supplier information including general details, addresses, and bank account information for payment transfers. After completing the entries, click the blue "OK" button to save the registration.




Step 3: Managing Expenses

Navigate through the list of institution expenses displayed. For each expense record, several actions can be performed:


  • Edit: Modify details of the expense record using the same interface as the initial registration. Save changes by clicking "OK."


  • Delete: Remove an expense record from the system. Confirm the action by selecting "Yes" in the prompt box.


  • Create Expense: Initiate a new expense record by selecting "Create Expense." This action redirects to the expense creation screen where all necessary fields must be completed.



Effectively manage supplier relationships and streamline payment processes using the Vendors module. From registering new suppliers to recording and managing expenses, this module ensures accurate financial transactions and supports operational efficiency within the institution.


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