Vendors

Posted on by Kim Hvidkjaer

Vendor is a person or organization that supplies Products or Services to your company. Vendor can also be a manufacturer or a re-seller.


Creating vendors individually

You can easily create a vendor record by entering information in the fields provided.

Follow few simple steps to create a vendor record

  1. Click All drop-down
  2. Click Vendors
  3. In the list view of Vendors module, click Add Vendor
  4. Provide necessary information the fields, and click Save


Quick Create

You can enter basic details of Vendor record through Quick create. This might be helpful if you are running out of time.

Follow few simple steps to create Vendor records through Quick Create

  1. Click (+) Icon on top right corner
  2. Click Vendor
  3. In the Create Vendor view, fill in the vendor details
  4. Click Save


Importing vendors from .csv file

Simply CRM supports importing Vendors from external sources such as .csv and vcf files. As it saves lots of time and efforts, it might come in really helpful for your sales team to import thousands of records instantly. Learn more


Exporting Vendors to External Source

If you ever want your data in the form of a spreadsheet, you can export your vendor records right away.

Follow few simple steps to export your data

  1. Click Vendors tab
  2. Click More button > Export
  3. In the Export Records page, you will find the following options

Export selected records

Click on the radio button to export the records selected in list view

Export data in current page

Click on the radio button to export all the records that are on the current list view page

Export all data

Click on the radio button to export all records in Vendors module

4. Click Export Vendors button.


Operations you can perform in list view of Vendors module

List view of Vendors module enables you to perform mass actions like editing, deleting, importing and filtering records in bulk. In addition, you can also edit fields, workflows and picklist values

Follow few simple steps to manage operations in list view of Vendors module

  1. Click All drop-down
  2. Click Vendors
  3. Click on checkboxes of desired vendor records beforehand performing edit and delete operations
  4. Click Actions > Edit to modify vendor record(s) in bulk
  5. Click Actions > Delete to delete vendor record(s) in bulk
  6. Click Actions > Send Email to send emails to selected records
  7. Click All Vendors dropdown > Create New Filter to create a new view and sort desired records in one bucket
  8. Click WrenchIcon.png wrench icon > Edit Fields to configure fields through Layout Editor
  9. Click WrenchIcon.png wrench icon > Edit Workflows to set up workflows through Workflows
  10. Click WrenchIcon.png wrench icon > Edit Picklist Fields to configure picklist fields through Picklist Editor


Operations you can perform in detail view of Vendor record

Detail view of vendor record enables you to perform actions like editing, deleting, cloning, exporting the existing record in PDF format, etc

Follow few simple steps to manage operations in detail view of vendor record

  1. Click All drop-down
  2. Click Vendors
  3. Click on desired vendor record
  4. Click Edit to modify field information
  5. Click Send Email to send email to your vendor
  6. Click More > Delete to delete vendor record
  7. Click More > Duplicate to clone current vendor record
  8. Click More > Create Purchase Order to create a new purchase order record by having vendor details automatically populated in it.

Associating Vendors with Other Records

This will display all-round view of relations of Vendors module with other modules and maintains log of complete history.

You can keep track of following details in Vendors module

Products To view the Products associated with Vendor record
Purchase Order To view the Purchase Orders associated with Vendor record
Contacts To view the Contacts associated with Vendor record
Contacts To view the emails sent to Vendor record

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