Vendors

The Vendors list is a centralized section that provides users with a complete overview of all vendors in the system. It displays important vendor identification, contact, classification, and financial information in a single view, making vendor management faster and more organized. 

The vendors list can be used to organize vendors by type, monitor outstanding dues, quickly identify vendors by name, profile picture, phone number, email and contact address information. All important vendor details are available in one place.

Here's a breakdown of what each column might contain:

• Profile pic: Displays the vendor’s profile photo or company logo, making it easier to visually identify a vendor. 

• Name: This could be an individual's name (for individual vendors) or a company name (for businesses). 

• Company: This is the name of the company used only for business purposes.

• Phone: The phone number associated with the vendor for quick communication. This might include a landline or mobile number depending on the industry.
• Email: The vendor's email address is crucial for digital communication like sending newsletters, or marketing campaigns or bills.
• Address: This could be the vendor's billing address or shipping address, depending on your needs. 

• Open Balance: Additionally, it displays the outstanding amount associated with the vendor, helping users to identify unpaid or pending bills.

Here, the vendors list provides a comprehensive view by including the Open Balance column as it highlights and focuses on outstanding balances of the vendors which is very important. As you can see below in the figure, the vendor Steel & Material has outstanding bills of $400 yet to be paid; whose due date is past as per payment terms. While the vendor Taj Binding has overdue balances $1471 and the open balance is $851 which is not due yet.

As advanced search, switch or export options are a kind of advanced filter used to extract specific and precise data that meets complex requirements.

Look for the Show In-active option at the top of the page. By default it shows active vendors in the list. Turn on the switch, to see the list of all in-active vendors.

By incorporating remarkable search options, sBizzl empowers users to quickly find the information they need within your vendors list effortlessly.
A search bar at the top of the list allows users to type keywords like name, company, phone, email or address. The list should update dynamically, displaying only records that match the search criteria.

You can export a CSV file of all the vendors at one click. 
The CSV export will contain the following user information:

• Name
• Company
• Phone
• Email
• Open Balance
• Address

Customize CSV Export: sBizzl allows you to choose which columns to include in the CSV export. By column management, you can select specific vendor information like name, email, phone, address, etc. 
To export the vendors:

• Click on the “CSV” icon on the top right corner just after the search bar.
• By clicking on the CSV icon, your export will begin to process. Once the download is complete, the file is saved to the location you specified (e.g., your Downloads folder by default).

The list allows you to easily apply sorting by vendor name or company name.

Learn more about how to use advanced filters, sorting and column management.

After clicking on the Filter icon, the Right panel will open as shown below in the figure:

Learn more about how to add a vendor.

Refer vendor details for quick information about associated bills or purchase orders, credits, payments or transaction history.