vendor

List Vendors

Direct Link: https://app.meroerp.com/vendor/vendors

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Vendor > Manage Vendors. This will redirect you to vendors list page.

Add a Vendor

Add vendor from whom you buy your products or services.

Direct Link: https://app.meroerp.com/vendor/vendors

Vendor can be of two types:

1. Company
2. Person

1. From Vendor page
2. From Create Purchase Order Page

From Vendor page

1. On the left navigation menu, browse to Vendor > Manage Vendors.

2. Click on Add Vendors+ then Click on Create Vendor. Add Customer popup page will appear.

3. Fill in all the required fields in the form. Scroll down to fill more details.

   1. User Type: Company/ Person

   2. Company/ Person Info

      1. *Business Name/ First Name
      2. *Company Type/ Last Name
      3. Tax Number
      4. *Industry
      5. Vendor type
      6. *Supply type
      7. Primary business sector

   3. Contact Detail

      1. *Contact Number
      2. Alternate Contact Numbers
      3. Email
      4. *Address Line 1
      5. Address Line 2
      6. *City
      7. *Country
      8. State
      9. District
      10. Nearest Landmark

4. Click on Create.

Note: If the Billing Detail is same as Contact Detail, check the check box Default Billing Address

Note: If the Shipping Detail is same as Contact Detail, check the check box Default Shipping Address

Note: If the Return Detail is same as Contact Detail, check the check box Default Retunrn Address

From From Create Purchase Order page

1. On the left navigation menu, browse to Purchase > Create Purchase +.

2. On the Supplier Details, Click on + then click on Add Vendors+ then Click on Create Vendor. Add Vendor popup page will appear.

3. Fill in all the required fields in the form. Scroll down to fill more details.

   1. User Type: Company/ Person

   2. Company/ Person Info

      1. *Business Name/ First Name
      2. *Company Type/ Last Name
      3. Tax Number
      4. *Industry
      5. Vendor type
      6. *Supply type
      7. Primary business sector

   3. Contact Detail

      1. *Contact Number
      2. Alternate Contact Numbers
      3. Email
      4. *Address Line 1
      5. Address Line 2
      6. *City
      7. *Country
      8. State
      9. District
      10. Nearest Landmark

4. Click on Create.

Note: If the Billing Detail is same as Contact Detail, check the check box Default Billing Address

Note: If the Shipping Detail is same as Contact Detail, check the check box Default Shipping Address

Note: If the Return Detail is same as Contact Detail, check the check box Default Retunrn Address

Convert Existing Customer/Employee to Vendor

Direct Link: https://app.meroerp.com/vendor/vendors

You can add vendor from the following options:

1. From Vendor page
2. From Create Purchase order page

From Vendor page

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Customer > Manage Customers. This will redirect you to customers list page.
3. Click on Add Customer +. Add Customer popup will appear.
4. In the Search box, search for registered users who are either vendor or employee who you would like to convert to customer.
5. Enter a Business Name if available.
6. Click on Create.

From Create Purchase order page

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Sales > Create Estimate +. This will redirect you to Create Estimate page.
3. On the Buyer Details, click on +. Add Customer popup will appear.
4. In the Search box, search for registered users who are either vendor or employee who you would like to convert to customer.
5. Enter a Business Name if available.
6. Click on Create.

View Vendor

Direct Link: https://app.meroerp.com/vendor/vendors

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Vendor > Manage Vendors. This will redirect you to vendors list page.
3. Click on the vendor you would like to view.

Edit Vendor

Direct Link: https://app.meroerp.com/vendor/vendors

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Vendor > Manage Vendors. This will redirect you to vendors list page.
3. Locate Actions panel then locate the vendor you would like to edit.
4. Click on the Actions panel of that vendor then select Edit.
5. Make the necessary changes.
6. Click on Update.

Search Vendor

Direct Link: https://app.meroerp.com/vendor/vendors

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Vendor > Manage Vendors. This will redirect you to vendors list page.
3. Apply the required filters. The filters available are
   1. Predefined date/ Manual date
   2. Vendor's Name
   3. Industry Type
   4. Vendor Type
   5. Supply Type
   6. Primary Business Sector
   7. Vendor Active Status
   8. Vendor Verified Status
4. Click on Apply filters.
5. Search for the vendor from the results and select the vendor that matches your keywords.