Vendor Management

New Vendor

1.

From the Select Actions drop-down list, choose New Vendor. The New Vendor window displays.

2.

Complete the fields, referring to the information below.

3.

When all selections/entries are made, click Add.

Vendor Fields

Section	Fields
Primary Details	Name. Enter the name of this vendor. Description. Enter some basic information. Phone/Fax Phone: Enter the vendor's phone and fax numbers. Vendor Manager. Click Add and search for and select the manager who oversees this Vendor. Vendor Type. Click the drop-down list and select the type of vendor (such as Hardware, Application, etc.). Vendor. Select if this contact is also the vendor. Manufacturer. Select if the vendor is also the manufacturer of the product.
Record Details	Location. Enter the location information for this vendor. Stock Symbol. Enter the symbol given to this vendor's stock/product.
Financial Details	Profit. Enter the rate of profit or profit amount. Revenue per Year. Enter the revenue obtained by the Vendor per year. Stock Price. Enter the Vendor's stock price. Market Cap. Enter the market cap. Number of Employees. Enter the number of employees associated with this Vendor. Publicly traded. Select if this vendor is publicly traded.

Section

Fields

Primary Details

Name. Enter the name of this vendor.

Description. Enter some basic information.

Phone/Fax Phone: Enter the vendor's phone and fax numbers.

Vendor Manager. Click Add and search for and select the manager who oversees this Vendor.

Vendor Type. Click the drop-down list and select the type of vendor (such as Hardware, Application, etc.).

Vendor. Select if this contact is also the vendor.

Manufacturer. Select if the vendor is also the manufacturer of the product.

Record Details

Location. Enter the location information for this vendor.

Stock Symbol. Enter the symbol given to this vendor's stock/product.

Financial Details

Profit. Enter the rate of profit or profit amount.

Revenue per Year. Enter the revenue obtained by the Vendor per year.

Stock Price. Enter the Vendor's stock price.

Market Cap. Enter the market cap.

Number of Employees. Enter the number of employees associated with this Vendor.

Publicly traded. Select if this vendor is publicly traded.

Product Models

Use this function to view and add product models for this vendor.

1.

In the main window, select a Vendor.

2.

In the Details window, click Product Models.

3.

To add a new product model, click New Product Models.

4.

Enter the Name, Model Number and Model Categories.

5.

When all entries are made, click Add.

Catalog Items

1.

In the main window, select a Vendor.

2.

Click the Catalog Items tab. A list of all catalog items associated with this vendor displays. This information is view only.

Contract

1.

In the main window, select a Vendor.

2.

Click the Contact tab. A list of all contracts between the vendor and the company displays. This information is view only.

Edit Vendor

Not all functions include an option to edit record line items shown in the main window.

1.

Navigate to the window containing the record to edit.

2.

Click the line containing the record. The applicable window or dialog box displays.

3.

Make the necessary modifications.

4.

Click Save or Add, as applicable.

When editing an existing item, other options may be available, such as adding Tasks, Comments, and Attachments and viewing History.

The options change based upon the function; therefore, not every option may be shown.

Bulk Edit Vendor

1.

Select one more record to edit

2.

From the Select Actions drop-down, Select Bulk Edit.A confirmation window displays.

3.

Click Yes to confirm ,The applicable window or dialog box displays, Make the necessary modifications.

4.

Click Update.

Delete Vendor

Deleting is a permanent action and cannot be undone. Deleting may affect other functionality and information in the application such as data in configured reports, fields in windows, selectable options, etc. Therefore, be sure to understand the potential effects before making a deletion.

1.

Click the line that contains the item to delete.

2.

From the Select Actions drop-down list, choose Delete. If a confirmation message is displayed, type Delete and click Deleteto confirm.

Import Vendor

1.

From the Select Actions drop down, click Import. The New dialog box displays.

2.

Click Click here to download the sample file to download the sample file.

3.

Click Browse and select the file to import.

4.

Click Import.