Vendor Configuration

Managing vendors effectively is a vital aspect of ensuring seamless warehouse and inventory operations. With OTO INVENTORY, users can maintain a list of their vendors for reporting purposes. This feature is exclusive to users with OTO INVENTORY enabled and does not impact other functionalities beyond reporting. Let’s walk through how to configure vendors in the system.

Understanding Vendors in OTO INVENTORY

Vendors in OTO INVENTORY are suppliers you associate with your purchase orders. While optional, entering vendor details provides better tracking and comprehensive reports on procurement processes. Keep in mind:

• Vendors are for reporting purposes only and do not influence operational tasks.

• The Vendors tab is visible only when OTO INVENTORY is enabled.

Navigating the Vendors Tab

On the Vendors tab under the Configuration section, users can:

1. View a list of all vendors.

2. Add new vendors to the system.

3. Export the vendor list for external reporting needs.

Here’s what the Vendors page looks like:

Adding a New Vendor

To add a vendor, follow these steps:

1. Click the Add Vendor button in the top-right corner.

2. Fill in the required details in the Add Vendor form:

   • Vendor Name: The name of the vendor (required).

   • Email: A contact email for the vendor (required).

   • Account Number: The vendor’s account number for your internal records (required).

3. After completing the form, click Add to save the vendor.

Managing Vendors

From the Vendors page, users can:

• Filter vendors by name, email, or account number.

• Search for specific vendors using the search bar.

• Export the vendor list for further analysis.

With these tools, users can maintain an organized and accurate vendor database to support their reporting needs.

Final Thoughts

While vendor configuration in OTO INVENTORY is not a mandatory step, it’s a helpful feature for businesses that rely on purchase orders and procurement reporting. By keeping an up-to-date vendor list, users can simplify their data management and improve visibility into their supply chain.