Vendor Inquiry in 10X ERP

The Vendor Inquiry function allows users to review vendor details, including accounts payable and past payments. Users can search for a vendor, view key financial metrics such as open balances and aging buckets, and filter payments by method. Additionally, reports can be exported, and vendor contacts and CRM-related details can be accessed.

Steps to Perform a Vendor Inquiry:

ACCESS the Vendor File if permissions allow.
SEARCH for a Vendor using the search bar.
REVIEW Accounts Payable to see outstanding bills and aging buckets.
CHECK Key Performance Indicators (KPIs) like open balance.
VIEW Old Payments and FILTER by payment method if needed.
EXPORT Data to a Spreadsheet for reporting purposes.
NAVIGATE to the Main section for general vendor information.
EXPLORE Contacts for CRM-related details, including responsible persons and related activities.