Supplier

Supplier Management¶

This page provides an overview of how to manage suppliers in the system, including adding, listing, editing, and deleting suppliers.

1. Add Supplier¶

To add a new supplier, navigate to Supplier > Add Supplier in the navigation bar. This will lead you to the "Add Supplier" page where you can input all necessary details to create a new supplier entry.

The "Add Supplier" form includes the following fields:

• Name*: Enter the name of the supplier.
• Address Line 1*: Primary address line.
• Address Line 2: Secondary address line (optional).
• Landmark: A nearby landmark to help locate the supplier.
• City: The city where the supplier is located.
• Pincode: The postal code for the supplier's location.
• Country: The country where the supplier operates.
• Email: The supplier's email address.
• Phone: Primary phone number for the supplier.
• Phone2: Secondary phone number (optional).
• Phone3: Tertiary phone number (optional).
• Mobile: The mobile number for the supplier.
• Owner Name: The name of the owner of the supplying firm.
• Owner Mobile: The mobile number of the owner of the supplying firm.
• Manager Name: The name of the supplier's manager.
• Manager Mobile: The mobile number of the supplier's manager.
• GST Registration: Choose the supplier's GST registration type from the dropdown (Registered, Composition, or Unregistered).
• GSTIN: Enter the supplier's GST Identification Number if applicable.
• State Code: The code of the state where the supplier is registered.
• State: The name of the state where the supplier is registered.
• PAN: The Permanent Account Number of the supplier.
• Drug License 1: First drug license number for the supplier.
• Drug License 1 Validity*: Validity date for Drug License 1 (selectable from a calendar).
• Drug License 2: Second drug license number (if applicable).
• Drug License 2 Validity*: Validity date for Drug License 2 (selectable from a calendar).
• Food Registration: The supplier's food registration number.
• Food Registration Validity*: Validity date for the food registration (selectable from a calendar).
• Status*: Select the status of the supplier (Active or Inactive) from the dropdown menu.

Fields marked with * are mandatory.

After filling in all the required fields, click the Submit button to save the supplier details to the database.

2. List Supplier¶

The List Supplier page allows you to view, search, and manage all existing suppliers.

• A search bar at the top of the page helps you find suppliers by their name or GSTIN.
• Below the search bar, a table displays all suppliers. The table includes pagination to navigate through multiple pages of supplier records.
• When a search is performed, the matching supplier entries are filtered and displayed in the same table, allowing for quick access to the desired supplier(s).

The supplier table includes the following columns:

• Supplier Name: Displays the name of the supplier.
• Email: Shows the supplier's email address.
• Phone/Mobile: Displays the supplier's primary phone or mobile number.
• Action Buttons:
• Edit: Allows you to modify the supplier's details.
• Delete: Allows you to remove the supplier from the database.

(Screenshot of the List Supplier page here)

3. Edit Supplier¶

To edit an existing supplier, navigate to the List Suppliers page and use the search bar to find the supplier by their name or GSTIN. Once the supplier is listed, click the Edit button next to the supplier you want to modify.

The Edit Supplier page is similar to the Add Supplier page, with all the supplier details pre-filled for easy modification. You can update any of the supplier's information as needed.

Additionally, the Edit Supplier page includes the following fields:

• Created At: Displays the date and time when the supplier was created.
• Updated At: Shows the date and time of the last update made to the supplier's details.

After making the necessary changes, click the Save button to update the supplier's information in the database.

4. Delete Supplier¶

To delete a supplier, first go to the List Supplier page and use the search bar to find the supplier by their name or GSTIN, similar to the steps mentioned in the Edit Supplier section.

Once you have located the supplier you want to delete, click the Delete action button next to that supplier.

A confirmation prompt will appear with the message: "Are you sure you want to delete Supplier: Supplier Name?"

You can choose to either press Cancel to abort the deletion or click Confirm. If you click Confirm, the supplier will be permanently deleted from the database.