Vendor group is a grouping of vendors based on common characteristics.
Vendor group is a prerequisite to define a vendor master in the application. It also helps to categorize the vendor data into appropriate categories.
Home > Vendor > Vendor Group
There are no specific prerequisites for creating a Vendor Group.
Create A Vendor Group
Go to Home > Vendor > Vendor Group. This will bring up the “Vendor Group List View” screen. All the existing vendor groups will be listed here on this screen.
Click on the “Add Vendor Group” button, on the top right corner of the screen.
It will open the “Create Vendor Group” Card.
Fill in the required fields. The mandatory fields are marked with an (*) asterisk mark. The various fields in the “Create Vendor Group” card are explained below:
Provide a appropriate name for the Vendor group
Switch this ON to make this as the group default for all vendors created in future.
Once all the details have been filled, click the save button.
Edit A Vendor Group
Click on the symbol to bring up the “Update Vendor Group” page, wherein you can update vendor group code | vendor group description etc.
Delete A Vendor Group
Click on the symbol to delete a vendor group record from the master data. You should see a confirmation dialog box asking you to confirm the deletion. Click “Yes” to confirm deletion. Click “Cancel” to return to the “Vendor Group List View” screen.
Import A Vendor Group
Tagrain application does not allow you to Import a Vendor Group record.
Export A Vendor Group
Tagrain application allows you to “Export” a Vendor Group record.
Click on the Export symbol to export a vendor record. Clicking on the “Export” icon will download the VendorGroup.xls file. Click on the "Save as" button and navigate to the location where you want to save the VendorGroup.xls file. Click the "Save" button to save the downloaded file.