How do I add a new vendor in OfficeGX?
- Login & Navigate
- Go to Purchase → Vendors from the left-hand menu.
- Click New Vendor.
- Fill in Vendor Details – The form is divided into tabs:
A. Basic Details (Required fields marked)
- Primary Contact: Salutation, First Name, Last Name
- Company Name (if “Is Entity” is selected)
- Vendor Display Name [Required]
- Vendor Email [Required]
- Phone numbers (Work, Mobile)
- Is Active checkbox
B. Other Details
- GST Treatment, Source of Supply [Required]
- PAN, Currency, Payment Terms, Opening Balance
- TDS, Department, Website, Designation
- Social Media links (Twitter, Facebook)
- Link to Customer
C. Address
- Billing Address and Shipping Address (Country, Address Lines, City, State, Zip Code)
D. Contact Persons
- Add multiple contacts with their salutation, name, email, phone, Skype ID, designation, department
E. Payment Details (Required)
- Payment Preference
- Beneficiary Name, Bank Name, Account Numbers, IFSC/BIC, SWIFT/BIC, Notes
F. Remarks
- Optional notes about the vendor
- Save
Once all required details are entered, click Save to add the vendor.
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