Overview
The Vendors tab in the Catalog is used to manage the list of suppliers who provide:
Materials
Equipment
These suppliers are referred to as Vendors in the system.
Why Vendors Are Important
When adding an Expense (material or equipment), the user selects which vendor provided that item
This helps:
Track purchase sources
Maintain cost records
Improve financial accuracy
To access the vendors tab, go to Settings → Catalog → Vendors
Top Section
Search Bar: Search by vendor's name
Add Vendor Button: Used to create a new vendor
Vendor List
Users will see a list of vendors with the following columns:
Name → Vendor name
Status (Active / Inactive Toggle): Vendors cannot be deleted; they can only be set as Active or Inactive
Active: Available for selection while adding expenses
Inactive: Will not be visible in the dropdown when adding expenses
Address
Email
Phone Number
Actions (Edit via 3-dot menu)
Adding a New Vendor
Click Add Vendor
A pop-up will appear with the following fields:
Vendor Name
Address
Email
Phone Number
Click Add Vendor
Vendor is added to the list
Becomes available in expense selection
Editing a Vendor
Click the 3-dot menu
Update:
Name
Address
Email
Phone number
Summary
The Vendors tab helps users:
Maintain a list of suppliers
Track where materials and equipment are purchased
Improve expense tracking accuracy
Control vendor availability using an active/inactive toggle