Configure a new Vendor for a new Tenant for an organization.
To add a new Vendor:
- Select Procurement > Configuration > Vendor.
- On the VENDOR page, click ADD VENDOR on the ACTIONS panel.
- On the VENDOR page, fill in the details, and then click SUBMIT. For more information about the fields on the VENDOR page, see Field Description.
Figure: VENDOR page - The Vendor is saved and sent for approval.
Field Description
The following table describes the fields available on the left pane of the VENDOR page:
Field | Description |
|---|---|
Vendor Name | Specify the Vendor Name that you want to add. |
Vendor Display Name | Specify the Display Name of the Vendor that you want to add. |
Tenant | Specify the Tenant for which you want to add the Vendor. |
Evaluation Period (In Months) | Select the Vendor evaluation period (in months). The Vendor is evaluated after the selected number of months and in a interval of the selected months thereafter. |
Status | Displays the Status of the Vendor. |
Attachment | Upload an attachment related to the Vendor, if any. |
Fill in the required details under the ADDRESS DETAILS tab, and then click ADD. The details that you added are displayed in the LIST table.
Figure: VENDOR page - ADDRESS DETAILS
The following table describes the fields under the ADDRESS DETAILS tab:
Field | Description |
|---|---|
ADDRESS DETAILS | |
Vendor Address | Specify the Address of the Vendor that you want to add. |
Address Type | Select the Address type of the Vendor from the drop-down list. |
Contact Person | Specify the name of the Contact Person in the Vendor's organization. |
Preferred Vendor | If selected, the Vendor becomes the preferred vendor for the Procurement process. |
Type of Organization | Specify the type of the Organization. |
Designation | Specify the designation of the Contact Person. |
Location | Specify the current Location of the Vendor. |
Country | Select the Country where the Vendor is currently located. |
State | Select the State where the Vendor is currently located. |
City | Select the City where the Vendor is currently located. |
Pincode | Specify the ZIP code/Pincode where the Vendor is currently located. |
Website | Specify the Website of the Vendor. |
E-mail ID | Specify the E-mail ID of the Vendor/Contact Person of the Vendor. |
Phone Number | Specify the Phone Number of the Vendor/Contact Person of the Vendor. |
Mobile Number | Specify the Mobile Number of the Vendor/Contact Person of the Vendor. |
Fax | Specify the Fax number of the Vendor/Contact Person of the Vendor. |
Classification | Select the classification of the Vendor's organization. |
LIST | Displays the details that you added under the ADDRESS DETAILS tab. |
Edit | Click the Edit icon to edit the record displayed in a row. |
Delete | Click the Delete icon to delete the record displayed in a row. |
Fill in the required details under the REGISTRATION DETAILS tab, and then click ADD. The details that you added are displayed in the LIST table.
Figure: VENDOR page - REGISTRATION DETAILS tab
The following table describes the fields under the REGISTRATION DETAILS tab:
Field | Description |
|---|---|
REGISTRATION DETAILS tab | |
TIN No. | Specify the TIN (Tax Identification Number) of the Vendor. |
TIN Registration Date | Select the TIN registration Date of the Vendor. |
TAN No. | Specify the TAN of the Vendor. |
TAN Registration Date | Select the TAN registration Date of the Vendor. |
CST No. | Specify the CST No. of the Vendor. |
CST Registration Date | Select the CST registration Date of the Vendor. |
PAN No. | Specify the PAN of the Vendor. |
PAN Registration Date | Select the PAN registration Date of the Vendor. |
Service Tax No. | Specify the Service Tax No. of the Vendor. |
SME Registration No. | Specify the SME Registration No. of the Vendor. |
LIST | Displays the details that you added under the REGISTRATION DETAILS tab. |
Edit | Click the Edit icon to edit the record displayed in a row. |
Delete | Click the Delete icon to delete the record displayed in a row. |
Fill in the required details under the BANK DETAILS tab, and then click ADD. The details that you added are displayed in the LIST table.
Figure: VENDOR page - BANK DETAILS tab
The following table describes the fields under the BANKDETAILS tab:
Field | Description |
|---|---|
BANK DETAILS | |
Account No. | Specify the Account No. of the Vendor. |
Bank Name | Specify the Name of the Bank where the Vendor's Account is available. |
IFSC Code | Specify the IFSC Code of the Bank where the Vendor's Account is available. |
SWIFT/RTGS/NEFT No. | Specify the SWIFT/RTGS/NEFT No. |
Account Type | Select the account Type from the drop-down list. |
Bank Address | Specify the address of the Bank where the Vendor's Account is available. |
City | Select the City where the Bank is located. |
Phone Number | Specify the contact number of the Bank where the Vendor's Account is available. |
LIST | Displays the details that you added under the BANK DETAILS tab. |
Edit | Click the Edit icon to edit the record displayed in a row. |
Delete | Click the Delete icon to delete the record displayed in a row. |
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the VENDOR page.
SHOW LIST
Click SHOW LIST to display the LIST table showing all the configured Vendors.
Figure: VENDOR page