Add Vendor¶

Use this page to register a new vendor in CTB Admin. A vendor is any individual or organization that supplies goods or services. Vendor records store contact details, identification information, and financial data used across purchases, payments, and reports.

Summary¶

Use this page to create a complete vendor profile before recording purchases, checks, or payments. Accurate vendor setup improves financial tracking and communication.

When to use this page¶

Onboarding a new supplier or service provider
Creating a vendor profile before recording purchases
Storing vendor contact details and identification documents

How to access this page¶

From the sidebar, go to Business → Vendors. On the Vendor List page, click the purple (+) icon in the top-right corner.

The system opens the Add Vendor Page.

Step-by-step instructions¶

Open Business -> Vendors and click the Add icon.
Fill the Personal Information section.
Fill Business Details and upload identity documents.
Set Balance Information based on current account status.
Click Save to create the vendor record.

Field reference¶

Name - Vendor name used in purchases and reports.
Phone - Primary vendor contact number.
NID - Identity number used for verification.
Balance - Current payable or receivable amount.
Upper/Lower Limit - Balance range controls used in financial workflows.

Personal Information¶

Fill in the following fields:

Step	Field	What to Do	Description
1	Name	Enter vendor name	The name used in purchases and reports
2	Is Enabled	Toggle ON/OFF	Controls whether the vendor is active
3	Send SMS	Enable if needed	Sends SMS notifications for vendor-related activity
4	Business Name	Enter if applicable	Vendor’s company or trade name
5	Phone	Enter primary number	Main contact number
6	Alternative Phone	Enter if available	Secondary contact number
7	Email	Enter if available	Used for communication
8	Address	Enter address	Physical location of the vendor

Required Fields

Fields marked with a red star (*) are mandatory.

Business Details¶

Step	Field	What to Do	Description
1	NID	Enter NID number	Used for identity verification
2	NID Front Photo	Upload image	Front side of NID
3	NID Back Photo	Upload image	Back side of NID
4	Start Date	Select date	When the vendor relationship begins
5	End Date	Select if applicable	Leave empty if ongoing
6	Photo	Upload if available	Vendor profile photo

Note

Upload clear images for proper verification.

Balance Information¶

Step	Field	What to Do	Description
1	Balance	Enter amount	Current payable/receivable balance
2	Upper Limit	Set limit	Maximum allowed balance
3	Lower Limit	Set limit	Minimum allowed balance