How to Create a Vendor

Introduction #

Managing vendor details efficiently is crucial for smooth procurement operations. This article provides a step-by-step guide on how to create and manage vendor details in the Cosmic ERP Accounting module.

Prerequisites #

There are no specific prerequisites required to create a vendor.

Steps to Create a Vendor #

Basic Information #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to Accounting System
   • Once logged in, locate and click on the Accounting System from the main menu.
3. Access Purchases
   • In the Accounting System, find and click on the ‘Purchases’ option.
4. Select Supplier
   • Click on the ‘Supplier’ option within the Purchases section.
5. Create a New Vendor
   • Click on the create button (represented by a ‘+’ icon) to initiate the creation of a new vendor.
6. Enter Vendor Details
   • Name: Enter the name of the vendor.
   • Contact: Provide the vendor’s contact number.
   • Email: Enter the vendor’s email address.
   • Tax Number: Input the vendor’s tax identification number.

Billing Address #

7. Enter Billing Address Details
   • Name: Type in the billing contact’s name.
   • Phone: Enter the billing contact’s phone number.
   • Address: Provide the billing address of the vendor.
   • City: Enter the city of the billing address.
   • State: Input the state of the billing address.
   • Country: Select the country of the billing address.
   • Zip Code: Enter the postal code for the billing address.
8. Shipping Address
   • If the shipping address is the same as the billing address, click on the ‘Shipping same as billing’ option.
9. Create Vendor
   • Once all information is entered, click on the ‘create’ button to finalize and save the vendor details.

Conclusion #

Creating a vendor in the Cosmic ERP Accounting module is a streamlined process that ensures all vendor details are accurately recorded and managed. Following these steps will help you maintain clear and precise vendor records.