The first step in configuring the vendor module is to set up the vendor record/branch.
To do this:1.
- Click
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- the System
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- icon at the top right hand side of the page
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- Under
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- the Vendor heading, click
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- the All Vendors
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- link.
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- This will display
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- the Vendor List
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- page, showing the vendors that have already been set up.
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- To add
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- a new
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- vendor, click
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- the + Create Vendor
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- link here.
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- This will display
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- the Manage
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- Vendor page:
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Let’s look at these fields individually:
Vendor Status:
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Use this drop-down list to maintain the status of your vendor.
Select from:
- Active:
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- Used for all vendors you currently have an active relationship with.
Inactive: Used for all vendors that you no longer have a relationship with. Vendors can be re-activated if they are needed in the future.
Vendor Code:
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This free text field allows you to assign a code or identifier for this vendor. This is often an abbreviation of the vendor name, and is used to identify this vendor among the vendor list.
Vendor Name:
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Enter the name of the vendor/ recruitment agency here.
Vendor Description:
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Use this field to record a brief description of the vendor.
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- After you have filled this information out, click
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- the Save
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- button found below the Vendor Description field.
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- Now that you have filled out the basic Vendor information, Vendor Branches needed to be added. A vendor branch will be similar to a user group, allowing you to separate different consultants by location or area of focus.
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- To add a vendor branch, click
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- the + Create Vendor Branch
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- link here:
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- This will take you to
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- the Manage Vendor Branch
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- screen; enter the branch details in these fields:
Note: Use the Branch Status drop down to activate/deactivate vendor branches
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- After you have filled this branch information out, click
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- the Save
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- button in the bottom right hand corner.
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- Click
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- the Manage Vendor
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- link in the breadcrumb trail at the top left hand side of the screen to view the branch list.
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- On
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- the Manage Vendor
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- screen, the newly created vendor branch will appear at the bottom of the screen.
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- If you need to edit the Vendor Branch, you can click
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- the Edit
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- link under the action column.
