Searching Vendor

 SummitAI Procurement


You can search for Vendors by specifying appropriate filter criteria on the FILTERS pop-up pages.

To search for specific Vendors:

  1. Select Procurement > Configuration > Vendor.
  2. On the VENDOR page, click the Filters icon on the ACTIONS panel. The FILTERS pop-up page is displayed. For more information about the fields on the FILTERS pop-up page, see Field Description.

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

  3. Specify the filter criteria to view a particular set of Vendors, and then click SUBMIT. The Vendors are displayed based on the specified filter criteria.

    VENDOR page
    Figure: VENDOR page

Field Description

The following table describes the fields on the FILTERS pop-up page:

Field

Description

Tenant

Select the Tenant for which you want to search a Vendor.

Search By

Select the Search criteria from the drop-down list.

  • Vendor Name: If selected, the Vendors are searched by specifying the Vendor Name.
  • Vendor Code: If selected, the Vendors are searched by specifying the Vendor Code.

Search Value

Specify the Search Value based on the Search criteria that you selected in Search By drop-down list.

Vendor Status

Select the Vendor Status from the drop-down list.

  • Blacklisted: If selected, only the Blacklisted Vendors are displayed for the selected Tenant.
  • Not Blacklisted:  If selected, only the White Listed Vendors are displayed for the selected Tenant.
  • All: If selected, the Blacklisted Vendors along with the White Listed Vendors are displayed for the selected Tenant.