1- Navigate to “Purchases” in the main menu and click on “Vendors.”
2- Click on "+New" to start creating a new Vendor.
3- Fill in the required Vendor details
3.1- Type: Specify whether the Vendor is a "Business" or an "Individual."
3.2- Vendor Name in [English / Arabic]: Enter the Vendor's name in both languages.
3.3- Primary Contact: Provide the first name of the primary contact.
3.4- Last Name: Provide the last name of the primary contact.
3.5- Vendor Email: Enter the Vendor’s email address.
3.6- Vendor Contacts: Enter mobile and telephone numbers.
3.7- Currency: Select the currency used for transactions with the Vendor from the added currencies. See how to add a currency.
3.8- Place of Supply: Specify the location where goods or services are supplied.
3.9- Tax Treatment: Select whether the Vendor is VAT registered from the added tax treatments. See how to add a tax treatment.
3.10- Tax Registration Number (TRN): If VAT registered, enter the tax registration number.
3.11- Buyer ID: Enter the Buyer ID for identification purposes.
4- Fill in the address details as follows:
4.1- Street: Enter the street name.
4.2- Additional Street: Add any additional street description if needed.
4.3- Building Number: Enter the building number.
4.4- Address Additional Number: Include any additional address details.
4.5- Country: Select the country from the added countries. See how to add a country.
4.6- State: Select the state from the added states. See how to add a state.
4.7- District: Enter the district name.
4.8- City: Enter the city name.
4.9- Postal Code: Enter the postal code.
4.10- Telephone: Enter the telephone number.
4.11- Shipping Address: If the shipping address differs from the billing address, uncheck the “Same as billing address” box (highlighted in the figure above) and fill in the shipping details.
5- Fill in the contact person details as follows:
To add multiple contact persons, click on “Contacting Person,” then “Add,” and fill in the required data.
6- Fill in the others details as follows:
6.1- Trade Account: Select the payable account associated with the Vendor from the added trade accounts. See how to add a trade account.
6.2- Tax Account: Choose the tax account from the added tax accounts. See how to add a tax account.
6.3- Item Account: Select the revenue account where sales from this Vendor will be recorded from the added item accounts. See how to add an item account.
6.4- Tax Percentage: Specify the tax percentage applied to this Vendor.
7- Remark: use this field to enter Vendor-related notes for internal use.
