Setting up the Vendor

The first step in configuring the vendor module is to set up the vendor record/branch.

To do this:

1. Click the System icon at the top right hand side of the page
   
   
   
   
2. Under the Vendor heading, click the All Vendors link.
   
   
   
   
   
3. This will display the Vendor List page, showing the vendors that have already been set up.
   
   
   
   
   
4. To add a new vendor, click the + Create Vendor link here.
   
   
   
   
   
5. 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.

   
   
   
   
6. After you have filled this information out, click the Save button found below the Vendor Description field.
   
   
   
   
   
7. 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.
   
   
   
   
   
8. To add a vendor branch, click the + Create Vendor Branch link here:
   
   
   
   
   
9. 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
   
   
   
   
   
10. After you have filled this branch information out, click the Save button in the bottom right hand corner.
    
    
    
    
    
11. Click the Manage Vendor link in the breadcrumb trail at the top left hand side of the screen to view the branch list.
    
    
    
    
    
12. On the Manage Vendor screen, the newly created vendor branch will appear at the bottom of the screen.
    
    
    
    
    
13. If you need to edit the Vendor Branch, you can click the Edit link under the action column.
    
    

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