Adding Vendor

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.

VENDOR page

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

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

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

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

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