• Go to Purchase > Vendor.

• Create New Vendor: Click on this button to create or add new vendor details.
• Bulk Delete: To delete the multiple masters at once select them (checkbox provided next to the master's name) then click on this button. (Make sure the masters don't have any transaction or data, only then the software will allow you for bulk deletion).
• Print: To print the master details click on this button.
• Refresh: After making changes to the master if changes doesn't appear you can refresh the screen. This will display the latest changes on the screen.
• Help: Click on the help icon to access the step by step guide of the Process.
• Configuration: Click on the 'Configuration' icon, to fix notifications and approval process for the vendor master.
• Map: Click on this icon to view the master's location on Google Map. (Latitude and Longitude should be mentioned in the master.)

• If your party is registered under GST, you can enter the party's GST Number in the provided field and click the 'Fetch Info' button.
• This option will automatically retrieve all party details, such as Party Name, Address, PAN, etc., from the GST Portal and auto fill them in the Vendor Master.

• Name: Specify the vendor name under which you want to maintain their ledger master. This name will be displayed in billing and reports.
• Print Name: If you prefer to maintain your records under a different name for the party and want a different name to appear on printed documents, you can specify the desired name here for display on the print.
• Identification: If you want to mention any details for identifying the vendor, then you can mention it here.
• Code: This is a system-generated code. When creating a new vendor, the software automatically assigns a unique code series to each vendor. You can use this code to search for the vendor during billing or in reports. You can also mention the code as per your requirement.
• Under Ledger: Select the accounting group under which you need to group the vendor. If required Group is not available you can also create it by click on '+' icon.
• Vendor Common for Sales Purchase: Sometimes, the party you are dealing with can act as both a customer and a supplier, meaning you engage in both sales and purchases with them. If this is the case, turn 'ON' this option.
• Is Sub Vendor: If you want to link your vendor with an existing vendor, turn 'ON' this option. This allows you to group multiple vendor under a single group.
• Firm Status: Select the type of firm, whether the vendor is Individual, Proprietor, Partner, LLP etc.
• Territory: You can mention the Territory of the vendor also if you want to maintain so.
• Vendor Category: You can categories your vendor as per your requirement.
• Contact-Person: Mention the contact person of the vendor.
• Browse: If you have any Image/ LOGO of the vendor, you can upload the it for identification. The Image/ LOGO should be in JPEG/ JPG/ PNG and file should not be exceed 50KB.

• GST: Mention the party GST No. if you have already mention the GST No. and fetch the details, here GST No will auto be filled.
• GST Category: Here, select the relevant option according to registration category of the vendor such as Register, Unregistered, Composition etc. This GST category is used in entry for GST related actions and Reports purpose.
• Registration Date: Registration data will auto be auto picked by the software from the GST Portal when you fetch the details.
• GST Suspend: If the vendor GST Number has been suspended tick on the checkbox. Thereafter, tax will not be charged on that specific vendor invoices.
• CIN: Corporate Identification Number (CIN) is a unique 21-digit alphanumeric code assigned to companies registered in India by the Registrar of Companies (RoC) under the Ministry of Corporate Affairs (MCA). It is used to identify and track all legally registered companies in India.
• Distance: Specify the approximate distance between the vendor location and your company's address. This distance will be used for generating the e-Way bill.
• PAN: Software will auto pick the PAN Number from your GST Number or mention it manually.
• TDS On GST Applicable: TDS on GST refers to the tax deducted at source under GST law. Under this a person who makes a payment to a supplier is required to deduct a portion of the payment as tax. This is applicable when the recipient of the payment is a registered person under GST.
• Goods Service: Select whether you are dealing in Good or Services with the Party.
• TDS Applicable: TDS is a tax collection method where a certain percentage of tax is deducted from the income or payment made to an individual or entity. Turn 'ON' this option to apply TDS.

• Address: Mention the address details of the vendor.
• Country: Mention the country name of the vendor. If your desired country is not in the list you can create it.
• State: Mention the State name of the vendor. If your desired state is not in the list you can create it. This field is mandatory to mention.
• City: Mention the City in Billing and Shipping fields.
• Pin Code: Mention the pin code of the vendor's area in both Billing and Shipping field as needed.
• Phone: Mention the vendor phone number.
• Email: Specify the Email Id of the vendor as per your requirement.
• Longitude: The term longitude refers to the geographic coordinate that specifies the east-west position of a point on Earth's surface. After mentioning the Pin Code of the vendor's area software will auto pick the Longitude. This will help to view the location on the google map and reports based on location.
• Latitude: Software will auto pick the Latitude based on the pin code of the vendor's area that you will mention above. This will help to view the location on the google map and reports based on location.
• Route Map: Mention the route or area assigned to each vendor's area.

• Here, you can input the social profiles of the vendor. Adding relevant social profile information is highly beneficial, as it enables you to monitor their growth strategies and maintain better engagement.

• Payment Term: Payment terms typically vary from vendor to vendor depending on their business credibility. Select the agreed-upon terms from the dropdown list. If the desired term is not available, you can create a new payment milestone.
• Price Category: In AlignBooks, you can create a price list to set different prices for each item. You can then link this price list to the vendor details, so when you work with a vendor, the correct prices will automatically be applied based on the price list chosen in their profile.

• Transporter: Here, the transporter name is mentioned who will be responsible to deliver the goods. You can create your desired transporter by clicking on '+' icon.
• Credit Limit: Credit Limits are used to set a maximum amount of credit on which the goods can be purchased (In case you engage in both sales and purchase with the party you can mention the credit limit).
• Max Credit Days: Here you can mention the credit days after which purchase on credit will be restricted.
• Interest Rate Yearly: You can mention the Interest Rate that you want to apply if there will be any delay in the payments. You can also view the Interest Rate reports in which you can view the amount of the interest.
• Allow AlignBooks CVSS Access: Through CVSS you can give access to your customer for checking their invoices, Outstanding, Statements etc. They can also give orders through the same. If you want to allow the access tick the checkbox (In case you engage in both sales and purchase with the party you can mention the details here).

• RTGS/ IFSC Code: If you mention the RTGS/ IFSC code and click on 'Fetch' button, then software will auto pick the Bank Name and it's branch.
• Accounts Number: Mention the Account Number of the vendor.
• Bank Name: After mentioning RTGS/ IFSC Code, software will auto pick the Bank Name, also you can manually mention it.
• Branch: After mentioning RTGS/ IFSC Code, software will auto pick the Branch Name, also you can manually mention it.

• In AlignBooks, you can customize some extra fields to mention the vendor details. You can enable these fields through the purchase setup.

• You can enter the contact person's details for this vendor here. If the vendor has shared the name of any employee or partner for coordination or clarification, you can record that information in this section.

• If you have any document which you want to attach with the Vendor Master, click on 'Select File' button then select the directory and file which you needs to attach.

• Clear: Click on 'Clear' button if you want to remove the all details.
• Print: If you want to print the Vendor Ledger click on 'Print' button.
• Delete: If you want to delete the specific Vendor then click on 'Delete' button. If there will be any transaction with the party then you will not be able to delete the Master.
• Exit: To exit from the window click on 'Exit' button.

• You can also import the vendor details directly through the excel. Click on 'Import' dropdown and then click on 'Download Format' button.

• The excel file will get exported, mention your data in the file and save it.

• Now click on 'Import' button to import the excel file data.

• Click on 'Select File' button, and select the directory and file where it has been saved. Click on 'OK' button.

• Thereafter, you can view the Vendor master data will be imported.

• Clear Filter: Click on the Clear Filter icon, to remove all the filters you have applied on the list.
• Show Filter: Through the ‘Show Filter’ icon, you can enable column-wise filtering. Once activated, a search icon will appear at the top of each column, allowing you to filter the list easily.
• Excel: You can export the all data in excel file also, to export the data click on excel icon.
• Search: To search any record in the list, only type the related information in search box, software will display the result on the screen.

• View Approval Hierarchy: If you have fixed the approval  hierarchy for the vendor onboard, then you can the hierarchy of the specific party, who has approved it, to whom the approval is pending etc.

• Click on the 'Widgets' icon of a specific vendor to view the Purchase Report such as
•  Last 6 Months Purchase & Payment
• Top 6 Items Purchase & in Last 6 Month
• Purchase History
• Outstanding
• Ageing

• If you want to check the specific Vendor Location, click on 'Location' icon then a Google Map window will open showing their location based on the Address, Longitude-Latitude you have mentioned in Master.