Configuring Vendors

An organization can have business contacts with more than one vendor for buying the various resources of the organization. It is very essential for the firm to keep track of its vendors and the products or the services supplied by these vendors. To configure these details, you can use the configuring vendors option available on the admin page.

Add Vendor

To add a vendor,

  1. Click New Vendor.
  2. In the Add Vendor form, enter the Vendor Name. This name needs to be unique and this field cannot be blank. 
  3. Choose the Currency for the vendor from the list of currencies which you have added to the application.
  4. Enter the relevant description for the vendor.
  5. Specify the Contact Person at the vendor location.
  6. Enter the Address and Contact Details of the vendor.
  7. Click Save. A message is displayed and the vendor is added. 
You can also import vendors in bulk for CSV, XLS, or XLSX files under Setup >> Data Administration >> Import Data. Click here to learn more.

Associate products/services to a vendor

After saving the vendor details, click the icon beside the vendor name to expand the quick view where you can view and configure associations.

  1. Go to the Associated Assets or Associated Services tab
  2. Click Associate.
  3. On the displayed form, fill out the required information.
  4. Click Save. 

 

 

Edit Vendor

To edit the vendor information,

  1. Click  >> Edit beside the vendor name you wish to edit.
  2. In the edit vendor form, you can edit all the form fields mentioned in the add vendor procedure.
  3. Click the vendor name to add the list of products/services supplied by the vendor.

Delete Vendors

To delete a vendor, it is necessary that the product/service vendor association is first removed and then the vendor is deleted. Also, ensure that the particular vendor is not used elsewhere. Follow the steps below to delete a vendor:

  1. In the Vendor list page, click on the Vendor Name to open the list of associated products/services.
  2. Click  >> Delete beside the product/service. A confirmation dialog pops up.
  3. Click Yes to proceed. Delete all the products/services listed.
  4. Now, click  >> Delete beside the Vendor Name. A confirmation dialog pops up.
  5. Click Yes to proceed.