To create and manage vendor information, navigate to Contacts on your expense management dashboard.

Create Vendors

Click on the Create Vendor option under the Vendors tab.

Add the different details related to the vendor on the Create Vendor page.

  • Vendor code — This is a one-of-a-kind, fully customizable code that aids in vendor identification and distinguishes vendors that have identical fields. It helps you to uniquely identify every vendor in your database.

There are 2 options you can avail to set your unique vendor code:

  1. The code can be auto-generated. Swipez will add each vendor code with the prefix you choose in increasing order as you continue to add new vendors. 
  2. If you already have a unique identifier that you use to identify your vendors then you can continue using the same value. You only need to make sure that the identifier is distinct from the rest of your vendors.
  • Vendor name— You can enter the vendor's name, though note that special characters such as &,@, %, and * are not allowed. 
  • Email & Mobile number— These fields lets you include contact information for the vendor, such as their email address and phone number. 
  • Address— You can add the vendor's address information, including the state, city, and zip code.
  • GSTIN, PAN & Aadhaar Number— These optional fields lets you capture additional information related to your vendors. These can help you manage your vendors more effectively.

Create Vendor Login

To enable vendor login, click on the toggle to switch it on.

You can select an invoice format from the drop down list, to attach the vendor against your invoices. The transactions will then be accordingly split with the vendor as pre defined by you. to know more about, how to split payments with vendors, read...

Enabling payouts to your vendors

To enable online funds transfer to franchise/vendor contact

Post that, Under the Vendor Settlements section, enabling the toggle button sets up your vendor for payouts via Swipez.

Commission type — There are 2 types of commissions supported.

  • Percentage based commissions are used to share a percentage of the amount collected via an invoice.
  • Fixed commissions are used to share a fixed amount collected via an invoice.

Commission (% or Rs.) — Percentage or value of the commission

Settlement type — There are 2 types of settlements supported.

  • Manual mode presents the commissions to be paid out for you to approve. After reviewing the calculated commissions you can make the payouts to your vendors.
  • Automatic mode makes the payout as per the commissions set as soon as your invoices are paid.


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