Creating a New Vendor
1. Navigate to Vendors
• From the left navigation menu, go to Purchases → Vendors, then click + Create.
2. Select the Vendor Type
Choose whether the vendor is:
• Indian
• International
3. Enter Basic Vendor Information
Fill in the required details:
• Vendor GSTIN
• Vendor Name
• Vendor PAN
• Primary Phone Number
• Email Address
4. Configure Vendor Status
• Under More Details, specify whether the vendor is Active by selecting Yes or No.
5. Upload Vendor Logo (Optional)
• Drag and drop the vendor logo or click Browse for Files to upload it.
6. Enter the Vendor Address
Provide the vendor's address details:
• Address Line 1
• Address Line 2 (Optional)
• Country
• State
• City
• Postal Code
7. Configure TDS Details
Complete the TDS information by selecting:
• Residential Status
• Entity Type
• Default TDS Section
• Enable TDS Exempt if applicable.
8. Review the Information
• Verify that all vendor details, contact information, address, and tax details are accurate.
9. Create the Vendor
• Click Create Vendor to save the vendor record.
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