Vendors and Vendor Types

Vendors are business to business companies that usually provide a service that you, internally, do not have. For example, a Vendor could be a printing company that supplies all your printed materials for posting purposes.

You can assign Vendor Types to a Vendor, but it is not mandatory. For example, you can have a Vendor Type set to 'Printing' and assign it to all of the Vendors with which you do business to print posters.

To locate vendors:

  1. Log into Admin, click the Operations menu, then click the Vendors tile.

    2. This presents a filter search window.

  2. Click Search.

    3. The screen will refresh to show the list of Vendors available.

  3. If applicable, click the button to add new Vendors.

    4. This presents the Add Vendor window.

    You can add as many sorts of Vendors as you want. However, make sure that the Code for each Vendor is unique.

  4. Click Save changes.

You can add a physical address for the business company that provides the service.

To add an address to a vendor:

  1. In the Vendor record, click the Addresses tab on the left.

    2. This presents the Addresses screen.

  2. Click the button to add an address.

    3. This presents the Add Address dialogue box.

    Mandatory information for an office address are:

    • Type
      • Headquarters
      • Mail
      • Payment
      • Remit
    • Address 1 – Enter the civic address.
    • Town/City – Enter the municipality.
    • Postal Code – Enter the district information.
    • Country – Enter the nation state.

    Additional information to a Plant are:

    • Address 2 – Additional address information.
    • District – Enter the District information.
    • State – Select a state according to the Country selected.
    • Latitude and Longitude coordinates.
  3. Click Save changes.

The contact is the individual within the business that you talk to.

Contacts may be created throughout the system and linked to the following entities:

  • Campaigns
  • Plants
  • Posting Companies
  • Sites
  • Vendors

To link a contact to a vendor:

  1. In the Vendor record, click the Contacts tab on the left.

    2. This presents the Contacts screen.

  2. Click the button to link a contact to this Vendor.

    3. This presents a filter search screen for available contacts.

    Note: Make sure that the contact has a valid email address.

  3. Choose the contact to link by selecting the check box next to it, then click the Link button.

  4. Click the button to edit the Contact Type, and select the type of contact required. For example, it could be Primary or Payment.
  5. Click Save changes.

Attributes are additional customer specific labels that you can assign to the Vendor. For example, portrait or landscape may be configured as attributes. Demographic breakdowns may be another attribute. Attributes can then be used as filters, restrictions or sorts.

To add an attribute to a vendor:

  1. In the Vendor record, click the Attributes tab on the left.

    2. This presents the Attributes screen.

  2. Click the button to add an Attribute to this Vendor.

    3. This presents the Add Attribute dialogue box.

  3. Select an Attribute to add to the Vendor.
  4. Enter a Value for your attribute.
  5. Enter a Start Date and, optionally, an End Date.
  6. Click Save changes.

You can assign Vendor Types to a Vendor, but it is not mandatory.

To locate vendor types:

  1. Log into Admin, click the Operations menu, then click the Vendor Types tile.

    2. This presents a filter search window.

  2. Click Search.

    3. The screen will refresh to show the list of Vendor Types available.

  3. If applicable, click the button to add a new Vendor Type.

    4. This presents the Add Vendor Types window.

    You can add as many Vendor Types as you want. However, make sure that the Code and Name for each Vendor Type is unique.

  4. Click Save changes.

You can assign Vendor Types to a Vendor, but it is not mandatory. For example, you can have a Vendor Type set to 'Printing' and assign it to all of the Vendors with which you do business to print posters.

To link a vendor type to a vendor:

  1. In the Vendor record, click the Vendor Types tab on the left.

    2. This presents the Vendor Types screen.

  2. Click the button to link a vendor type to this Vendor.

    3. This presents a filter search screen for available vendor types.

  3. Choose the vendor type to link by selecting the check box next to it, then click the Link button.

  4. Click Save changes.

See Also: