How to Manage Vendors?

Managing your vendors in Rentablez is straightforward, allowing you to keep your supplier list accurate and up-to-date.

Creating a New Vendor

  1. Navigate to Settings → Vendors.

    Note: Depending on your system configuration, this may be under a dedicated “Vendors” or “Procurement” menu.

  2. Click the + Add Vendor button (top right).
  3. Fill in the Vendor Details:
    • Name: Required. The legal or display name of the company.
    • Contact: Phone and Email are essential for communication.
    • Address: Enter the billing address, including City, State, and Country.
    • Tax Info: Enter the GST No. if applicable.
  4. Click Create Vendor.

Creating from Other Modules

You can also create a new vendor on the fly when:

Look for the “Create New Vendor” option in the vendor selection dropdown.

Editing a Vendor

  1. Navigate to the Vendor List.
  2. Find the vendor using the search bar.
  3. Click the Edit icon (pencil) next to their name.
  4. Update the information as needed.
  5. Click Save Changes.

Deactivating a Vendor

Instead of deleting a vendor permanently (which would break historical records), you can mark them as Inactive.

  1. In the Vendor List, find the vendor.
  2. Click the Status Toggle or Deactivate button.
  3. Confirm the action in the popup modal.

The vendor will no longer appear in selection lists for new orders but will remain in your historical data. To reactivate them, simply toggle the status back to Active.