Refer to the following steps to add vendor in the system:
- Navigate to: Settings > Vendors rom the top menu bar
- Click on Add Vendor button (given in the page action bar). A new page will open up.
- Select type of the vendor from the Type dropdown field
- Enter Name, Address and other important details of the vendor ( These are the details of the Vendor firm).
- Select the jobs that need to be assigned to this vendor.
- On the right section of the form, add a Vendor User ( This is the contact person from the Vendor firm who will work on jobs assigend to this vendor. Atleast one vendor user is mandaorily required to register vendor).
- Click on Create button to add the vendor.
The entry will appear in the list of vendors. You can edit, deactivate or remove the vendor user by the help of icons under Actions column.
Additional Info:
- Vendor could have multiple vendor users working on the positions shared.
- The first vendor user registered for a vendor is called the Vendor Admin who will have all admin controls for the concerned vendor portal. Other vendor users registered would automatically report to Vendor Admin and will be able to work on positions shared with this Vendor.
- Vendor users can be created in the portal by you ( admin of the portal) or by the Vendor Admin
- Vendor users can be activated/ deactivated in the portal by you ( admin of the portal) or by the Vendor Admin
- Only authorized/ active vendor admins and vendor users can access the vendor portal of the organization
- Vendor users/ candidates for one Vendor are not visible to other Vendors.