Vendors

Vendors Module - User Guide

The Vendors Module in Zaris CRM helps businesses efficiently manage supplier and vendor information from a centralized location. Store, view and update vendor details so procurement and supply chain teams stay aligned with Quick Edit, full Detail View, and Quick Create Vendor built into every workflow.

Centralized vendor list

Every supplier in one table name, phone, website, email, GL account and assignee with column filters and bulk actions.

VENDORS > All · Import · Customize

Quick Edit on the grid

Update vendor name, phone, email, category or assignee from the list without opening the full record.

Row ⋮ Menu · Inline Edit

Linked procurement records

Detail View connects Products, Purchase Orders, Contacts and Emails so teams collaborate on every supplier relationship.

Products · POs · Activities

Vendors Module Overview

The Vendors Module in Zaris CRM helps businesses efficiently manage supplier and vendor information from a centralized location. It enables users to store, view, and update vendor details, ensuring seamless coordination between procurement and supply chain operations.

Centralized view of all vendors with color-coded GL account badges.
Primary email shown in compact chips for fast scanning.
Add Vendor, Import and Customize actions in the list header.

Quick Edit For Vendors

The Quick Edit functionality lets users make instant updates directly from the list or quick view screen. Modify key fields without opening the full record faster and more efficient vendor data management for procurement teams.

Vendor Name — rename or correct supplier labels on the spot.
Primary Number and Primary Email — keep contact details current.
Category and Assigned To — route ownership without extra clicks.

Details View For Vendors

The Details View provides a comprehensive overview of the selected vendor contact details, website, address, financial information, and associated Products, Purchase Orders and Quotes. Comments, Attachments and Activities keep collaboration and tracking in one place. The Edit button in the header allows direct access for modifications.

Vendor Information: name, contact details, website and address.
Financial Information: payment terms, currency and tax details.
Associated Records: Products, Purchase Orders, Contacts and Emails.

Add New Vendor

To create a new vendor, click the + Add Vendor button in the Vendors module list view. A popup appears for entering vendor details. Once saved, the vendor appears in the list ready to link with Purchase Orders and Products.

Vendor Name (mandatory) — primary supplier label.
Contact Number and Email — reach the vendor quickly.
Assigned User — route ownership from day one.

Edit Vendor

To update vendor details, open the vendor record and click the Edit option in the header. Users can modify any existing information, update associated records, or attach relevant documents. After making changes, click Save to apply updates instantly.

Benefits of Vendor Module

Centralized supplier management, faster updates and better team alignment built into every Zaris CRM workspace.

Centralized Vendor Management

All vendor details, communications, and transactions are organized in one place, improving accessibility and control.

Enhanced The Working Efficiency

Quick View and Quick Edit options save time by allowing instant updates without navigating multiple pages.

Improved the Collaboration

Integrated records for products, purchase orders, and activities ensure teams stay aligned and informed throughout the vendor management process.