Supplier Management

The Supplier Management feature in Tracepos allows administrators to manage supplier records, including adding, editing, deleting, and filtering suppliers. This guide explains how to use the feature effectively.

Accessing the Supplier Management Page

1. Navigate to the People section in the Tracepos dashboard.
2. Select Suppliers from the menu.

Features Overview

1. Viewing Suppliers

• The Supplier Table displays a list of suppliers, including:
  • Name: The name of the supplier.
  • Email: The email address of the supplier.
  • Phone: The phone number of the supplier.
  • Balance: The supplier's due amount.
  • Status: The current status of the supplier (e.g., Active, Inactive).
  • Created At: The date the supplier was added.

2. Adding a New Supplier

1. Click the Add Button:

• Click the + Add button (visible if you have the suppliers_create permission).

• Enter the required details such as name, email, phone, and address in the Add/Edit modal.

• Click the Save button to create the new supplier.
• If successful, the supplier will appear in the table.

3. Editing a Supplier

1. Locate the Supplier:

• Find the supplier you want to edit in the table.

• Click the Edit button (visible if you have the suppliers_edit permission).

• Modify the necessary fields in the Add/Edit modal.

• Click the Save button to apply the changes.

4. Deleting a Supplier

1. Single Deletion:

• Locate the supplier you want to delete in the table.
• Click the Delete button (visible if you have the suppliers_delete permission).
• Confirm the deletion in the confirmation dialog.

• Select multiple suppliers using the checkboxes in the table.
• Click the Delete Selected button.
• Confirm the deletion in the confirmation dialog.

5. Importing Suppliers

1. Click the Import Button:

• Click the Import Suppliers button to open the import interface.

• Download the sample file to understand the required format.

• Upload the file containing supplier data.

• Click the Import button to add suppliers in bulk.

6. Filtering and Searching

1. Search by Column:

• Use the dropdown menu to select a column (e.g., Name, Email).
• Enter a search term in the search box and press Enter or click the search icon.

• Use the tabs to filter suppliers by due type:
  • All: Displays all suppliers.
  • To Receive: Displays suppliers with receivable balances.
  • To Pay: Displays suppliers with payable balances.

Permissions

• Add Suppliers: Requires suppliers_create permission.
• Edit Suppliers: Requires suppliers_edit permission.
• Delete Suppliers: Requires suppliers_delete permission.
• Import Suppliers: Requires suppliers_import permission.