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An organization can have business contacts with more than one vendor for buying the various resources of the organization. It is very essential for an organization to keep track of all its vendors and the products supplied by the vendors.
Click the Admin tab in the header pane.
In the Resource Management
block, select Vendor icon. The Vendor list page
opens.
Add Vendors
To add a new vendor,
Click the Add New Vendor link available at the top right corner of the vendor list page. The Add Vendor page opens.
Specify the Vendor Details such as the Vendor Name, Description about the vendor and the Contact Person at the vendor location in the given text field.
Enter the Address Details of the vendor in the respective fields.
Specify the Contact Information of the vendor such as, E-mail ID, phone, fax, and web URL.
Save the details. A success message appears and the vendor is added. Simultaneously, a Products tab is also added. The list of products supplied by the vendor is added in this Products tab.
Associate Products
Click the Products tab.
Click Associate Product button.
In the associate product form, choose the Product to be associated to the vendor from Product Name combo box and enter the Price of the product. Both are mandatory fields.
Enter the Tax Rate for the product.
If you know the warranty period of the product, enter it in the Warranty Period by choosing the number of years and months from the combo box.
Choose the maintenance vendor from the combo box.
If you wish to add any comments, add it in the Comments text box.
Save the details. The page is refreshed to display the product association information. Repeat the steps until you have added all the products supplied by this vendor.
If you do not wish to add the product list after opening the associate
product form, then click Cancel. It goes back to the Vendor
Details tab.
Edit Vendor
If you have added the vendor without adding the product list, then you have to add the list of product supplied by the vendor only by editing the vendor information.
To edit the vendor information,
Click the edit icon beside Vendor Name in the Vendor List page.
The Edit Vendor form opens.
Add or modify the details and update the changes. Click the Products tab to add the products.
Even while editing the vendor, if you to add a new vendor, then in the vendor details tab, click the Save and add new button.
Delete Vendors
To delete a vendor, it is necessary that the product 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,
In the Vendor List
page, click the edit icon beside Vendor Name.
Click the Products tab.
Click the delete iconbeside the Products. A confirmation dialog is opened.
Click OK to proceed with the deletion. Delete all the products listed.
Click View list link on the top right corner of the center pane.
Now, click the delete
iconbeside the Vendor Name to be deleted. A pop
up window pops up asking you to confirm on the delete operation.
Click Ok to proceed with the deletion. If you do not wish to delete the vendor, click Cancel.
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