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- Click the System icon at the top right hand side of the page
- Under the Vendor heading, click the All Vendors link.
- This will display the Vendor List page, showing the vendors that have already been set up.
- To add a new vendor, click the + Create Vendor link here.
- This will display the Manage Vendor page:
Let’s look at these fields individually:
Vendor Status: Use this drop-down list to maintain the status of your vendor.
Select from:
- Active: 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: 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: Enter the name of the vendor/ recruitment agency here.
Vendor Description: Use this field to record a brief description of the vendor.
- After you have filled this information out, click the Save button found below the Vendor Description field.
- 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.
- To add a vendor branch, click the + Create Vendor Branch link here:
- This will take you to the Manage Vendor Branch screen; enter the branch details in these fields:
Note: Use the Branch Status drop down to activate/deactivate vendor branches
- After you have filled this branch information out, click the Save button in the bottom right hand corner.
- Click the Manage Vendor link in the breadcrumb trail at the top left hand side of the screen to view the branch list.
- On the Manage Vendor screen, the newly created vendor branch will appear at the bottom of the screen.
- If you need to edit the Vendor Branch, you can click the Edit link under the action column.
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