The Supplier Module in DAAI Business Suit helps you manage supplier details efficiently. Follow this step-by-step guide to add or update supplier records.
Step 1: Navigate to the Supplier Module :
From the main dashboard, select the Supplier Module to view the list of suppliers or to add new supplier details.
Step 2: Fill in Supplier Details :
To add a new supplier, click Add Supplier and fill in the following fields:
Trade Name: Enter the supplier’s business or trade name.
Service Type: Select the type of service the supplier provides from the dropdown menu.
Address: Enter the supplier’s full address.
Email: Add the supplier’s primary email address.
Alternate Email: Provide an alternate email address, if available.
Phone: Enter the primary contact number for the supplier.
Alternate Phone: Provide an alternate contact number, if available.
Step 3: Enter Tax Details :
PAN Number: Enter the supplier’s Permanent Account Number (PAN).
GSTIN: Add the supplier’s GST Identification Number (if applicable).
TAN Number: Provide the Tax Deduction Account Number (TAN), if required.
Step 4: Attach Additional Information :
Notes: Add any specific notes or additional details about the supplier.
Documents: Upload any relevant documents by clicking Choose File (e.g., agreements, certifications, or ID proofs).
Step 5: Save the Supplier Details :
Once all the fields are filled, click Save to add the supplier to your database.
The newly added supplier will appear in the Supplier List, along with their details.
Step 6: Review or Edit Supplier Information :
Use the Edit option to modify supplier information.
Review supplier details regularly to ensure all records are up-to-date.