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.
  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
 * mandatory fields
  1. Click Save.

Import Vendors 

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


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.

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