Adding Vendors

Owned by Aravind Naik (Unlicensed)
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
4 min read
 Administrators
 Basic

You can add the external service providers or Vendors in the SummitAI application.

To add Vendors:

  1. Select Admin > Basic > Infrastructure > Vendors > Vendor List.
  2. On the VENDOR LIST page, click ADD NEW on the ACTIONS panel.
  3. On the VENDOR page, select the Domain from the drop-down list and type in the new Vendor details. For more information about the fields on the VENDOR page see, Field Description.
  4. Click SUBMIT. A new Vendor is added.

    Vendor Page
    Figure: Vendor Page

Field Description

The following table describes the fields on the VENDOR page:

Fields

Description

DETAILS

Domain

Displays the list of all the Domains the user has access to. Select a Domain from the list.

Vendor Name

Type in the name of the Vendor.

Vendor ID

Type in the unique identification number for the Vendor.

E-mail ID

Type in the e-mail id for the Vendor.

Location

Select the Vendor location from the list.

Domain

Select the vendor domain from the list.

Parent Vendor

Select the Parent Vendor from the list.

Contact Person

Type in the contact person name for the Vendor.

Designation

Type in the designation of the specified contact person.

Contact Number

Type in the contact number of the Vendor.

Mobile Number

Type in the mobile number of the Vendor.

Country

Type in the country name of the Vendor.

State

Type in the state name of the Vendor.

City

Type in the city name of the Vendor.

Pin Code

Type in the pin code for the specified city.

Address

Type in the address of the Vendor.

Remarks

Type in the remarks for the Vendor, if any.

Attachment

Attach any supporting documents if required.

Vendor

Select the vendor type from the drop-down list. You can select Vendor, or Reseller, or Both.

Active

By default, the status is set active.

  • If selected, the Vendor is active and is available on the other pages of the application.
  • If not selected, the Vendor is inactive and is not displayed in the Vendor list on the other page of the application.

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 Vendors configured in the SummitAI application. The VENDOR LIST page is displayed.

List of Vendors 
Figure:  VENDOR LIST page: List of Vendors

  • To edit a Vendor detail, click the Vendor Name. Make required changes and click SUBMIT.

  • To display the inactive Vendors, click the Include Inactive check box.

    Note:

    When the Vendors are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to add a new Vendor.

Filters

Click the Filters icon to specify a particular filter criteria to display the Vendors. On clicking the Filters icon, the FILTERS pop-up page is displayed. Select the Domain, Vendor, and Location from the respective lists. Type in the name of the Vendor in the Vendor Name text box to search for a specific Vendor. Click SUBMIT to view Vendors based on the filter criteria.

FILTERS pop-up page
Figure:  FILTERS pop-up page

References