Conduct a Vendor Inquiry from the Sapphire Web Pack

This section will teach you how to manage Vendor Inquiries within SapphireOne Web Pack. Efficient vendor management is essential for maintaining accurate records and ensuring smooth procurement processes within your organisation. The steps are as follows:

Creating a New Vendor Record

1. Navigate to Web Pack > Inquiry > Vendor Inquiry. SapphireOne will display a list of vendors with master records.
2. Click the New button. An alert will prompt you to enter a new Vendor ID and the Name of the Vendor.
3. After entering these details, press Tab to proceed to the Vendor data entry page.

Modifying an Existing Vendor Record

1. Navigate to Web Pack > Inquiry > Vendor Inquiry. SapphireOne will display a list of vendors with master records.
2. Select a vendor from the list.
3. Click the Modify button to edit the vendor details.
4. Fill out the general details about the vendor.
5. Ensure both Postal and Physical Addresses are entered correctly. These fields are hyperlinked to Google Maps for location verification.
6. Add any relevant notes at the bottom of the window.
7. Review the vendor’s balance details, including 30 to 90-day balances and current balances.
8. View and modify contact details for the selected vendor.
9. Add notes to contacts as necessary.
10. Click the Save button to save your changes.
11. Click the Cancel button to discard changes and return to the vendor inquiry screen.

For more detailed information, refer to the Web Pack > Inquiry > Vendor Inquiry article.