Create Vendors

Create Vendors

n CRM, you can create vendors by:

  • Entering data in the vendor details form: You can manually fill in the Vendor details in the form.
  • Importing vendors from external sources: You can gather data through various sources and import the CSV and XLS files into CRM.

Note

  • Some of the standard fields may not be visible or editable depending on your organization's business process.
  • In case you want to add or modify fields, please contact your System Administrator for more details on the usage of other fields.

Create Vendors Individually

You can create vendors individually by:

  • Filling in the details in the vendor creation form.
  • Cloning the vendor with a few changes in the existing vendor details.

To create vendors individually

  1. In the Vendors module, click New Vendor.
  2. In the Create Vendor page, enter the vendor details. (Refer to the Standard Fields)
  3. Click Save.

To clone vendors

  1. In the Vendors tab, click a particular vendor that you want to be cloned.
  2. In the Vendor Details page, click Clone.
  3. In the Clone Vendor page, modify the required details.
  4. Click Save.

    • Related Articles

    • Inventory Management-Vendors

      Vendors are the companies, individuals or contractors from whom your organization procures products and/or services. Creating Vendors In CRM, you can create vendors by: Entering data in the vendor details form: You can manually fill in the Vendor ...

    • Create Solutions

      In CRM, you can create solutions by: Entering data in the solution details form: You can manually fill in the Solution details gathered from various external sources. Importing solutions from external source: You can gather data through various ...

    • Create Records

      You can create records in the Leads, Accounts, Contacts, Potentials, Tasks, Events, Calls, Cases, Products, Vendors, Quotes modules. To create records Go to the module. Tap Add icon. Specify the details and tap Save. Delete Records Occasionally, you ...

    • Create Leads

      In CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc. Importing leads from external ...

    • Create Accounts

      In CRM, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source: You can gather data through various sources, ...