Vendors

Vendors refers to a person or company that offers something(Products or Services) for your organization. Eg: Re-Seller.

Adding new Vendor info

Follow the below steps to add new Vendor.

  • Adding Vendor info Manually

    • Click on the + Add Vendor button in the List View of the module.

    • Add the appropriate details

    • Finally, click on Save.
  • Using Quick Create

    • It lets you to quickly add Vendor info from anywhere in Joforce CRM.

    • Click on the + icon in the Quick Actions Menu bar

    • Choose Vendor from the drop down

    • In the Quick Create Vendor popup, add the related information

    • Once done, hit Save
  • Importing Vendor info from Existing Files

    • You can get all your existing Vendor information from different sources inside Joforce CRM. Gather the list of all your Vendor information, convert it into CSV file and import all in one in just a click.

Default Vendor fields

By default Joforce CRM offers you with a List of fields, to add the vendor related information into Joforce CRM.

vendor-default-values

You can easily add Create custom fields to your services module to add more information about your Vendors.

Managing records in Vendors

Common action performed

  • Click on List text box in the top → click on Create New option beside the LISTS to create custom filters.

  • Click on Import → To import all your existing vendor information

  • Click on More

    • Fields & Layout → To configure the module fields and customize the field layouts. Module Layouts & Fields

    • Workflows → To add workflows related to your Task and Events.

    • Picklists Values → To modify the picklist values

    • Numbering → To create custom numbering for records

    • Setup Webforms → To automate the capture of prospect info into Joforce CRM

    • Merge selected records → To merge the records

    • Find Duplicates → To find duplicate in the module

    • Export → To export the data to external source

Action performed in the list view

  • Click on the Search icon in the right corner of the list table → To search for records in that module

  • Click on the Box icon in the right corner of the list table → To alter the header menu

  • Double click on the menu → To sort the menu.

  • Bulk Actions on multiple records → Select the desired records → click on the drop down menu in the top

    • Send Email → To send email to your prospects

    • Follow - To keep track of a record

    • Unfollow - Disable when you no longer need to keep track of a vendor

    • Add Tag → To add different tag for the selected records

    • Edit → To edit the selected records on the whole (Mass Edit)

    • Delete → To Delete the selected records(bulk deletion)

Actions done on single record

  • Enable the STAR icon to follow(keep track of) a document. Disable it to unfollow.

  • Click on the drop down in the right corner of each record

    • Details → Navigate to the detail view of the record

    • Edit → To edit the record

    • Delete → To delete the selected record

Action performed in the detail view

  • Click on Add Tag below the vendor icon → To add tag

  • Click on Follow - To keep track of a vendor info

  • Click on Edit → To edit the record

  • Click on Send Email → To send email to your prospects

  • Click on More

    • Delete → To delete the record information

    • Duplicate → To replicate the already existing record to create a new one.

    • Create Purchase Order → To create a purchase order

View/ addition of other module records related to the particular Vendor information

You can easily view/ add the other module records related to a specific Vendor.

  • Go to the detail view of the particular record

  • Click on the appropriate module icon. It displays all the related records.

  • You can also relate a new record either

    • By selecting from the already existing records

    • By adding a new record to that module

The list of modules included are

  • Purchase Order, Email, Products and Email.
vendor-detail-view