Vendor Create

Users with Vendor Purchase Manager permission can initiate a vendor creation request, which can either be saved as a draft or sent for approval.

Overview

When creating a vendor, the following fields must be completed:

Name: The trade name of the vendor. This field is used to identify the vendor in the system.
Number: An identification number assigned to the vendor.
Email: The primary email address for contacting the vendor.
Phone 1: The primary phone number to reach the vendor. This is the main contact number.
Phone 2: An alternative phone number for the vendor. This can be used as a backup contact in case the primary number is unavailable.
Currency: The default currency in which transactions with the vendor will be conducted.

After creation, the request will be sent to an approvers and/or reviewers, which are set in the workflow of the module.

Once approved, the vendor becomes active and accessible to all users in the company.

With this action, users can add a public vendor from their tenant's company.

Selection from Tenant: Upon selection, customer Name and Number fields in the form are autofilled with data from the customer's Company page. These fields become locked for editing.

Workflow Initiation:

The workflow begins with the status "En Route", awaiting Vendor's workflow approval.
After a workflow approval, a Vendor has a "Waiting for Customer approval" status and a Customer is automatically created with the same data and the "New" status.
If an opposite Castomer is approved, both the added vendor and the automatically created Customer are marked as "Completed". If cancelled, the newly created customer becomes "Cancelled", and the created vendor becomes "Rejected by Customer*".