Vendor Module

Introduction

Vendors are one of the most important factors for any business. They provide the companies with important materials or services to ensure the workflow of the companies do not seizes. Hence, it can be stated that the vendors are an important aspect and they need to be managed efficiently for initiating company growth. With the help of Tactic’s vendor module the users can easily manage their vendors without having to face much difficulties.

Installation

There is no need of installing this module, as it is already included within Tactic services.

Setup

For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup – > Module. The users then need to click on Activate. The modules will be activated after completing this step. The settings icon will be visible at the end of the module box, the users can click in that to access setup.

Creation of a new vendor

For the creation of a new vendor the users need to click the tab Third parties then under the menus Third party, the option of New vendor need to be chosen. All the fields must me filled for better user experience. After creation of third party the user can add and link files and other important documents within the tab.

Modification of a vendor

The user need to click Modify and type all the changes and at last press Save.

Deleting a vendor

Clicking on the Delete option is enough to delete the customer/ vendor/ prospect. However, a customer/ vendor/ prospect cannot be deleted if it has documents linked with it.

Creating a contact for a vendor

Contacts hold a very important place in the creation and management of vendors. The vendors can be associated with big companies and corporations. Hence, to keep a better connection with the vendors the users need to keep the contact information of one or two specific persons to contact the third party in the time of necessity without having to face much issues. For creating a contact the users need to visit the option of new contact. All the important criterion need to be filled effectively fir creating a new contact. The users need to choose the vendor, for whom they are creating a contact as well.

Modification of a contact

A contact can easily be modified without having to go through a complicated process. For modifying a contact the users need to go to the contact card and choose the option of modify to modify a contact or to update the information or the details. For saving the modification the users need to click on save.

Deleting a contact

For deleting a contact the users need to choose the Delete option.

Life cycle of a third party

There are two states that are associated with a third party. Which are active and inactive. The users can choose the statuses of the third parties as per their organisational needs.