Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

[USER_GUIDE]: Add Vendors user guide #4581

Merged
merged 6 commits into from
Aug 7, 2024
Merged
Show file tree
Hide file tree
Changes from 1 commit
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
39 changes: 38 additions & 1 deletion docs/user_guide/bank/community_vendors.md
Original file line number Diff line number Diff line change
@@ -1 +1,38 @@
Not yet written
# Vendors

If you make purchases from a vendor, the vendors list lets you manage their contact information and view more details about the purchases.

wanguiwaweru marked this conversation as resolved.
Show resolved Hide resolved
To access the vendors list, click on "Vendors" under the "Community" section.

wanguiwaweru marked this conversation as resolved.
Show resolved Hide resolved
![Vendors](images/community/vendors/vendors_page.jpg)

This page shows details from all previously recorded vendors -- business, contact, phone email, and total items, letting you drill down to more information, or to edit each vendor's information.

wanguiwaweru marked this conversation as resolved.
Show resolved Hide resolved
## Adding vendors

To add a new vendor, click on the "+ New Vendor" button, add their details including the business name, contact name, phone, email, and address.

wanguiwaweru marked this conversation as resolved.
Show resolved Hide resolved
![Add Vendor](images/community/vendors/add_vendor.jpg)

After saving the vendor's details there will be a new row in the Vendors page.

You can also add a new vendor "on the fly" as you enter the purchases, through the [New Purchase](essentials_purchases.md) page.

wanguiwaweru marked this conversation as resolved.
Show resolved Hide resolved
## Viewing vendor information

Click on "View" for more details about the vendor which also shows the date of each purchase, volume, and purchase details.

wanguiwaweru marked this conversation as resolved.
Show resolved Hide resolved
![Vendor Details](images/community/vendors/vendor_details.jpg)

## Editing vendors

Click the "Edit" button to edit the vendor's details.

wanguiwaweru marked this conversation as resolved.
Show resolved Hide resolved
![Edit Vendor Details](images/community/vendors/edit_vendors.jpg)

## Exporting vendors

You can export all the vendors by clicking on the "Export Vendors" button.
Currently we are only providing the vendors' contact information in the export.

![Export Vendors](images/community/vendors/export_vendors.jpg)
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.