Step 1: Go to “Parties”.
Select “Vendors” from the navbar on top of the screen and click on “+ New vendor” at the bottom of the screen.
Step 2: Fill in the basic vendor details.
A new form appears. Here, enter the basic details, like name, mobile number, and email.
Note: You can always add or edit the details later.
Step 3: Fill in the other required fields.
Fill in other required information about the customer, such as company name, GSTIN number billing address, etc.
Step 4: Add custom fields.
Click on the “+Custom Fields” option present below the address section.
A pop-up appears. Here, click on the “Add Custom Field” option present at the bottom of the screen.
Now, enter the “Label Name” and click on “Submit”.
(You can also add optional details like opening balance, opening stock, etc.)
Note: You can always add or edit the vendor details later.
Step 4: Add the vendor.
Now, close the custom field form and click on the “Add Vendor” option present at the bottom of the screen.
Note: You have successfully added a new vendor and a custom field. A pop-up will appear at the bottom of the screen informing the same.
