Vendor

Vendor

Vendors are suppliers who sell products or services to an organization. ServiceDesk Plus Cloud MSP enables efficient tracking of products/services provided by each vendor.

You can add vendors manually or import them via CSV files. After adding vendors, you can associate products or services provided by them.

Role Required: AssetConfig

Add Vendors   

  1. Go to Setup > Customization > Asset Management > Vendor.
  2. Click New Vendor.
  3. Fill out the following details:
Attributes
Fields and Description
Vendor Details
Vendor Name*: Enter the vendor's name.
Currency*: Select the currency used to perform transactions with the vendor. You can add currencies using the icon beside the drop-down.
Description: Briefly describe the products and services provided by the vendor.
Contact Person: Enter the point of contact with the vendor team.
Address
Provide the vendor's address by specifying the Door Number, Street, Landmark, City, Postal Code, State, and Country.
Contact Info
Provide the vendor's contact details such as E-mail, Phone, Fax, and Web URL
Additional Fields
Enter the values for additional fields

* mandatory fields



  1. Click Save.


Import Vendors 

You can import/export vendors in bulk for CSV, XLS, or XLSX files under Setup > Data Administration > Import/export Data. Click here to learn more.

Vendor Additional Fields 

  1. Under Setup > Customization > Additional Fields > Vendor, SDAdmin and technicians with vendor configuration privileges can now add or edit additional fields for vendors. 
  1. Supported Field Types: Single-line, Multi-line, Numeric, Pick List, Multi-Select, Date/Time, Email, Phone, Currency, Decimal, Percent, Web URL, Check Box, Radio Button, Decision Box.
  2. These additional fields will be displayed in the vendor add or edit form and in the right pane of purchase and contract details pages.
  3. You can now import or export additional vendor fields through Setup > Data Administration > Import/Export Data. In Purchases, Contracts, and Assets, the vendor pop-up is displayed in a two-column format.



Associate Products or Services 

  1. On the vendors list view, expand the vendor details by clicking the vendor name.
  2. Go to the Associated Products or Associated Services tab and click Associate.
  3. Fill out the required details.
  4. Click Save.

Edit/Delete Vendors 

On the vendors list view, click beside the vendor and select the required option.


 Enable / Disable Vendors   

  • SDAdmin and technicians with vendor configuration privileges can now enable or disable vendors under Setup > Customization > Asset Management > Vendor.
  • Disabled vendors will be marked as Inactive in Purchases, Contracts, and Assets.

Info
Inactive vendors cannot be associated with products and services and will not be listed in the vendor drop-down when creating a new purchase order, contract, or asset.



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