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Managing Vendors

This guide covers how to add, edit, and organize vendors in Taskr.

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Adding a New Vendor

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Step-by-Step

1. Navigate to Vendors in the sidebar
2. Click Create New or the + button
3. Fill in the vendor details:
   • Name (required) - Company or trading name
   • Type - Supplier, subcontractor, etc.
   • Contact Name - Primary contact person
   • Email - Contact email
   • Phone - Contact phone number
   • Address - Business address
4. Click Save to create the vendor

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Required vs Optional Fields

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Editing a Vendor

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Quick Edit

1. Click on a vendor in the list
2. Click Edit button
3. Modify the desired fields
4. Click Save

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Bulk Updates

For updating multiple vendors:

1. Select vendors using checkboxes
2. Click Bulk Actions
3. Choose the action (e.g., change status)
4. Confirm changes

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Vendor Details Page

When you click on a vendor, you see:

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Overview Tab

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Related Data

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Vendor Status

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Active vs Inactive

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Changing Status

1. Open vendor details
2. Click Edit
3. Toggle Status to Active/Inactive
4. Click Save

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Vendor Documents

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Uploading Documents

1. Open vendor details
2. Go to Documents tab
3. Click Upload
4. Select file(s)
5. Add description if needed
6. Click Upload

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Common Document Types

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Creating Purchase Orders for Vendors

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From Vendor Detail

1. Open vendor details
2. Click Create Purchase Order
3. Fill in PO details
4. Add line items
5. Click Save

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From Purchase Orders Module

1. Go to Purchase Orders
2. Click Create New
3. Select the vendor
4. Complete PO details
5. Click Save

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Searching and Filtering

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Quick Search

Use the search bar to find vendors by:

• Name
• Contact name
• Email
• Phone

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Advanced Filters

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Importing Vendors

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Bulk Import

1. Go to Settings > Import Data
2. Select Vendors
3. Download the template
4. Fill in vendor data
5. Upload completed file
6. Review and confirm

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Import Template Fields

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Exporting Vendors

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Export Options

1. Apply filters if needed
2. Click Export
3. Select format (CSV, Excel)
4. Choose columns to include
5. Download file

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Best Practices

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Naming Conventions

• Use official company names
• Be consistent with abbreviations
• Include trading name if different

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Data Maintenance

• Review vendor list quarterly
• Update contact information regularly
• Archive inactive vendors
• Track document expiry dates

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Document Management

• Keep insurance certificates current
• Store signed contracts
• Track certification renewals
• Organize by document type

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Troubleshooting

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Common Issues

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