Vendor Management

Log in to your Giddh account to add a new vendor.
Use Ctrl+G (Windows) or Cmd+G (Mac) to search anything in Giddh.

Press Ctrl+G (Windows) or Cmd+G (Mac), search "Vendor" > select "Vendor (Menu)" > click "+New Vendor".

Click "Add New Vendor" and complete the form with all necessary information.

Enter the company address, contact details, bank information, and other required fields, then click "Save".

You can also check import features for creating customers and vendors by clicking the link below:

https://giddh.com/help/migrate-to-giddh

There are two methods to record purchase bill payments with TDS. 

1. Deduct TDS while recording the payment of an already existing purchase bill.

2. How to record TDS while recording the purchase bill 

Here we will see both the methods in detail:

1. Deduct TDS while recording the payment of an already existing purchase bill.
   
   Type Ctrl+G or Command+G and search the vendor ledger
   
   

 The vendor ledger will open

 Make the entry of the amount on the receiver side of the ledger and hit “add to DR” 

Select TDS payable from the dropdown in the particular field and enter the TDS amount.

Your TDS entry directly from the ledger is done.

2. How to record TDS while recording the purchase bill 

Press Ctrl+G or Command+G and go to the new purchase bill

Select the vendor name from the drop-down for whom you want to create the purchase bill.

Select the product/ service description of the vendor.

Enter the total amount to be paid in the amount field and then click the checkbox of “other tax” for TDS. 

A pop-up appears where you have to select the type of TDS (payable/receivable).

You can check the total amount and then save the bill from the bottom right corner.

To record a new purchase bill in Giddh, log into your Giddh account.

To search anything in Giddh, just press Ctrl+G (for Windows) or Cmd+G (for Mac).

Press CTRL+G/ CMD+G > New Purchase Bill (Menu) 

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Select Vendor > check date

Check the delivery address, date, and invoice due date

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Select product/service, apply tax & discount.
Add any description if you want to.

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Provide other details if you have any and attach a soft copy of the bill

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Check total bill amount and tax value

Now click on the Save button.

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Log in to your Giddh account to enable or disable columns on the Vendor page.
Press Ctrl+G (Windows) or Cmd+G (Mac) to quickly search anything in Giddh.

Press Ctrl+G (Windows) / Cmd+G (Mac), type "Vendor", and select "Vendor (Menu)".

This will open the Vendor page, where you can view all your vendors.

You’ll find the filter icon on the right-hand side of the screen.

Once you enable or disable a column, the changes will be immediately reflected in your table.

Log in to your Giddh account to record a payment and link it to the respective purchase bill.
Use Ctrl+G (Windows) or Cmd+G (Mac) to quickly search within Giddh.

Press Ctrl+G / Cmd+G > Type "Vendor"

Click the three dots next to the vendor's name > Select "Go to Ledger"

Make a payment entry under the "Giver" side > Click "More Details" and choose "Payment" as the voucher type.

Click on "Adjust Payment" and apply it against the corresponding purchase bill.

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Click "Save" to complete the process.
To download the receipt, click on the download icon.

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Log in to your Giddh account to check vendor overdue details.
Press Ctrl+G (Windows) or Cmd+G (Mac) to quickly search within Giddh.

Press Ctrl+G / Cmd+G and search "Vendor".
The Vendor page will display the total purchases, payments, and closing balance for each vendor.

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To send an email to vendors in Giddh, first log in to your Giddh account.

To quickly find anything, press Ctrl+G (Windows) or Cmd+G (Mac) to open the search bar.

Press Ctrl+G (Windows) / Cmd+G (Mac), type "vendor" and select the Vendor menu from the results.

Select the vendor you wish to email > Click the arrow next to the vendor's name > Choose the 'Email' option.

Select the email details, then click the 'Send Email' button to send the message.

Note* - Before sending the email don’t forget to integrate sendgrid with giddh.

How to integrate Email for sending an invoice

To download a vendor report in Giddh log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).

Press Ctrl+G/ Cmd+G and type vendor > vendor (menu)

All your vendors will be listed here.
Select the checkboxes next to the vendors you wish to include.
Then, choose the desired date and click the arrow icon in the vendor box to proceed.