To get started, make sure you have your username and password ready.
Once you log in, you will land on the welcome screen.
1.1 Add Supplier
Add a Supplier - Step-by-Step
Step 1: Reach the Supplier Section
From the main Side menu, click on "Purchase," then go to "Masters," and finally choose "Supplier" This will open the Supplier Search page.
Step 2: Adding a Supplier
On the top right of the Supplier Search page, you'll see an "Add Supplier" button. Click this button.
Step 3: Fill in details
The Add Supplier page will open. Here, provide the following:
Supplier Name: This is a mandatory text field where you should enter the supplier's name.
Status: A dropdown field where you select whether the supplier is active or inactive. This field is mandatory.
GSTNO: This is a text field for entering the supplier's GST number.
Payment Term: This text field is for specifying the payment terms.
Special Instruction: Enter any special instructions in this text field. Instructions entered here will be reflected when adding a purchase order.
Notes: Additional notes can be entered in this text field.
Vendor Code: This field is auto-generated and will not be cleared even if the "Clear" button is clicked. It is a mandatory field.
Base Currency: Choose a currency from the dropdown. The chosen currency will determine the way the purchase order value is displayed. It is a mandatory field.
Important Note: All fields with a (*) are mandatory, so remember to fill them all.
Step 4:Save or Clear
Save: To retain the information, select "Submit." This action will include the customer with the provided details. After saving, the entry will be added and the screen will transition to the editing mode -> Refer 1.1.1.3(Edit customer)
To Start Over: Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.
Step 5:Going Back
If you change your mind and don't want to add a supplier, click "Cancel." This takes you back to the Customer Search page.
1.1.1 SUB-TABS:
After clicking the "Submit" button, a number of sub-tabs will appear, including:
Address: This sub-tab will allow you to input the supplier's address details.
Buyer: In this sub-tab, you can provide information about the buyer associated with this supplier.
Supplier Bank: Here, you can enter the details of the supplier's bank information.
Please fill out the necessary information in these sub-tabs to complete the Supplier profile.
1.1.1.1 Address
Step 1: Adding a Address
Address Type: Choose an address type from the dropdown menu. The available options are "Billing" and "Delivery." If there's a need to include additional address types, you have the option to add them through the "IT >> Master >> Master Category" screen, specifically within the "address_type" section. Notably, a billing address is mandatory when creating a purchase order. It is a mandatory field.
Line one: Enter the first line of the address. This field is mandatory.
Line two: Provide the second line of the address. This field is also mandatory.
Line three: Enter the third line of the address.
Line four: Include the fourth line of the address.
Country: Choose the country from the dropdown. The available options are fetched from the country detail screen. This field is mandatory.
Province/State: Upon selecting a country, the appropriate states or provinces will be fetched for that country. This field is also mandatory.
City: After selecting a state or province, the available cities for that location will be displayed in the dropdown. This field is also mandatory.
Postal Code: Enter the postal code for the address. This field is also mandatory.
Status: Choose the status from the dropdown. Options are "Active" and "Inactive." This field is also mandatory.
Important Note: Prior to submitting Address, ensure that all mandatory (*) fields have been filled
Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
Click the view/edit button in the subtab and the data is viewed in edit mode.
You can make edits to your entry and then proceed to submit it.
1.1.1.2 Buyer
Step 1: Adding a Buyer
Buyer First Name: Enter the first name of the buyer. This field is mandatory.
Buyer Last Name: Provide the last name of the buyer.
Buyer Middle Initial: Enter the middle initial of the buyer.
Phone Number: Enter the phone number of the buyer. This should be a number field.
Email: Enter the email address of the buyer.
Active: Choose whether the buyer is "Active" or "Inactive" from the dropdown. This field is mandatory.
Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.
Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
Click the view/edit button in the subtab and the data is viewed in edit mode.
You can make edits to your entry and then proceed to submit it.
1.1.1.3 Supplier Bank
Step 1: Adding a Supplier Bank
Bank Name: Enter the name of the bank. This field is mandatory.
Account Number: Provide the account number associated with the bank. This field is mandatory.
IFSC Code: Enter the IFSC (Indian Financial System Code) code of the bank. This field is mandatory.
SWIFT Code: Input the SWIFT code, which is used for international transactions.
AD Code: Enter the AD code if applicable.
Active: Choose whether the buyer is "Active" or "Inactive" from the dropdown. This field is mandatory.
ABA Code: Input the ABA (American Bankers Association) code if relevant.
IBAN Code: Enter the IBAN (International Bank Account Number) code if applicable.
Important Note: Prior to submitting Buyer, ensure that all mandatory (*) fields have been filled.
Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
Click the view/edit button in the subtab and the data is viewed in edit mode.
You can make edits to your entry and then proceed to submit it.
1.2 Search Supplier
Search a Supplier- Step-by-Step
Step 1: Start Searching
On the Supplier Search page, you can search in different ways:
By Supplier Name: Type the supplier name.
For All: If you don't have a specific machine name or machine type, just click "Search" to see all machines.
Step 2: See the Results
After clicking "Search," you'll see results:
If you searched by name, you'll find the matching supplier(s).
1.3 Edit Supplier
Step 1: Start Editing
On the Supplier Search, you can edit suppliers:
Click Search: Press "Search" to find the supplier you want to edit.
Step 2: Edit Details
After searching, you'll see the supplier you want to edit.
Click "View/Edit" next to that supplier to reach the Edit Customer page.
Step 3: Update Info
On the Edit supplier page, you'll see existing details.
Change details that you like to update.
Step 4:Save Changes
After editing, review your changes..
When you're ready, click "Submit" to save the updates.
That's it! You've learned how to ADD, SEARCH, EDIT a customer using the DMeX app. If you need help, contact the support team.