Vendors are suppliers of goods or services that your business relies on. WP Ever Accounting provides a streamlined way to manage and track vendors by creating detailed profiles for efficient record-keeping and reporting.
Step-by-Step Guide to Adding Vendors
Follow these steps to add vendors in WP Ever Accounting:
Navigate to the Vendors Section
- From the Accounting menu, go to Purchases > Vendors.
- This will open the Vendors page.
Click the Add New Button
- On the Vendors page, click the Add New button at the top left.
Fill in Vendor Details
Provide the following information for each vendor:
| Field | Description |
| Name* | The full name of the vendor. |
| Currency* | The currency associated with the vendor (does not affect transaction currency). |
| The vendor’s email address. | |
| Phone | The vendor’s phone number. |
| Company | The name of the vendor’s company. |
| Website | The vendor’s website URL. |
| Tax Number | The vendor’s tax identification number. |
| Address | The street address of the vendor. |
| City | The city of the vendor’s address. |
| State | The state or province of the vendor’s address. |
| Postcode | The postal code of the vendor’s address. |
| Country | The country where the vendor is located. |
Fields marked with an asterisk (*) are mandatory and must be completed to save the vendor profile.
Save the Vendor
- Once all necessary fields are filled, click the Add Vendor button to add the vendor.
- The vendor will now appear in the Vendors Listing.
Vendors Listing – Overview
After creating a vendor, you can access the Vendors Listing under Purchases > Vendors. This list provides an overview of all vendors with key details such as:
- Name
- Phone
- Country
- Date
Manage Vendors from the Listing
- Edit: Click the Edit button next to a vendor to update their details.
- Delete: Use the Delete option to remove a vendor from the system.
Vendors Profile
Click on a vendor’s name in the listing to access their profile. The Vendor Profile provides a detailed view, including:
Vendor Information
- Displays all fields provided during vendor creation, including address, contact details, and tax information.
Transaction Graph
- A graphical representation of monthly transactions with the vendor, showing:
- Payments made.
- Outstanding balances.
Edit Vendor Profile
- Update vendor details directly from the profile page by clicking the Edit button.
