Overview

The Vendor Contact section allows your organization to maintain detailed contact information for each vendor.Contacts can be used for direct communication related to billing, shipping, or purchases.

Navigation Path

• Log in to the application.
• Navigate to the left menu and click Vendor.
• Select Contact.
• Click Add Contact.

Field Descriptions

1. Select Vendor

• Choose the vendor to whom the contact belongs from the dropdown. Only registered vendors are available in the list.

2. First Name

• Enter the first name of the contact person.

3. Last Name

• Enter the last name of the contact person.

4. Contact Type

Select the purpose of the contact from the dropdown options, such as:

• Billing
• Shipping
• Purchase

5. Designation

• Enter the job title or designation of the contact, such as “Procurement Manager” or “Accounts Officer.”

6. Email

• Provide the official email address for communication.

7. Phone Number

• Enter the contact’s mobile or landline number. Supports international format selection.

8. Address Line 1 & Line 2

• Enter the physical address if available, such as the office location or site address.

9. Country / State / City / Zip Code

• Provide detailed geographical information to ensure proper recordkeeping and traceability.

Action Buttons

• Save – Saves the contact record under the selected vendor’s profile.
• Cancel – Discards any entered data and closes the form without saving.

Note: For creating a Vendor Contact:

Mandatory Fields:

•  Vendor Name *
• First Name *
• Last Name*
• Designation *
• Email *

Direct Communication

Contacts listed here can be used to initiate emails, calls, or correspondence directly from the vendor’s profile.

Billing and Shipping Coordination

Separate contacts for billing and shipping ensure that inquiries and logistics are directed to the right person.