Vendor Management
Keep a single source of truth for every supplier and their risk.
8 articles
- Finding vendors
Search and filter the vendor register to find and open a vendor record.
2 min read
- Adding a vendor
Add a vendor by looking up a company in a registry or entering its details manually.
3 min read
- Vendor details
Understand the information and contract figures shown on a vendor record, so you know what each detail represents.
4 min read
- Managing vendor details
Update saved vendor details and internal notes from a vendor record.
2 min read
- Managing vendor contact persons
Add, edit, or delete contact persons on a vendor record so vendor contacts stay up to date.
3 min read
- Managing fields on vendor records
Add or remove available fields on a vendor record, or set a field to appear on every vendor.
3 min read
- Reactivating or deleting a vendor
Reactivate an inactive vendor or permanently delete a vendor you no longer need.
2 min read
- Viewing a vendor’s history
Review the activity recorded for a vendor, including detail, contact person, and field changes.
2 min read