Go to the Vendors section from the main menu and click on the List submenu.
Here, besides adding new vendors, you can manage the list of the existing vendors. You can select the number of entries you want to see on the list and search it. The list can be exported both in PDF and Excel formats, if necessary, by selecting one of the options from the Export dropdown button on the right side of the page.
The list can be sorted by any column by clicking on the column name.
Click on the Add Vendor button to add a vendor to the list.
Type – Choose the vendor type by clicking on the dropdown list. You will see the types of vendors you have added. To add vendor type, click on the “Add Type” button or go to the Types submenu of the Vendors section from the main menu.
Name – Enter the name of the vendor
Contact Name – Enter the name of the contact person
Email – Enter the email address
Website – Provide the website of the vendor (if applicable)
Address – Provide the address of the vendor
Zip – Provide the zip code
City – Enter the city
State – Enter the state
Phone – Provide phone number
Fax – Provide fax
Description – Write a short description of the vendor and its services (if applicable)
Crew Planner – Crew planner is a premium logistic feature. If you have premium logistic features, you can use vendors as a crew for completing logistic tasks. Vendors can be used in your order’s crew planner.
Checking the “Able to schedule simultaneously” box means that you are hiring a company or vendor and you do not have to bother about their availability since they have enough resources/personnel to cover your needs.
Besides Crew Planner, the vendors can be used in different cases. The most frequently used cases are:
When you, for example, have overbooked items in your order you can make subrent or purchase order where you mention which vendors you are subrenting or purchasing those items from.
The other case is the maintenance or repair of the returned items you place in Quarantine upon return. When you create a work order for maintenance or repair you have to pick a vendor.