Add Or Edit Supplier

The Add or Edit Supplier feature in Tracepos allows administrators to create or update supplier profiles, manage balances, and configure credit limits. This guide explains how to use the feature effectively.

Accessing the Add/Edit Supplier Drawer

1. Navigate to the Suppliers section under People in the Tracepos dashboard.
2. Click the + Add button to create a new supplier or the Edit button to modify an existing one.
3. The Add/Edit Supplier Drawer will open, allowing you to input or update supplier details.

Steps to Add or Edit a Supplier

1. Upload Profile Image

• Use the Upload component to upload a profile image for the supplier.

2. Enter Basic Details

• Name: Enter the full name of the supplier.
• Company Name: Enter the business name (if applicable).
• Phone: Enter the phone number.
• Email: Enter the email address (optional).
• Status: Select whether the supplier is Enabled or Disabled.

3. Manage Financial Details

• Opening Balance:
  • Enter the opening balance and select whether it is To Receive or To Pay.
• Credit Period:
  • Specify the credit period (in days) for the supplier.
• Credit Limit:
  • Enter the credit limit for the supplier.

4. Add Tax Details

• Tax Number:
  • Enter the tax number for the supplier (if applicable).

5. Add Address

• Billing Address:
  • Enter the billing address in the Billing Address field.
• Shipping Address:
  • Enter the shipping address in the Shipping Address field (optional).

Save or Cancel

• Save:
  • Click the Create button to save a new supplier or the Update button to save changes to an existing one.
• Cancel:
  • Click the Cancel button to close the drawer without saving changes.

Key Features

• Financial Management:
  • Manage opening balances, credit limits, and credit periods.
• Tax Tracking:
  • Add tax numbers for better tracking.
• Real-Time Validation:
  • The form provides instant feedback for missing or incorrect inputs.
• Responsive Design:
  • The drawer is optimized for various screen sizes.

Permissions

• Add Suppliers: Requires supplier_create permission.
• Edit Suppliers: Requires supplier_edit permission.

Troubleshooting

• Save Button Disabled:
  • Ensure all required fields are filled in the Add/Edit modal.
• No Data Displayed:
  • Verify that the selected filters match the available data.
• Import Errors:
  • Ensure the uploaded file matches the required format.
• Search Not Returning Results:
  • Ensure the search term matches the data in the selected column.