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Vendors

You can add details of vendors (suppliers) to your organization including vendor business name and details, location and location types; and associate a partner user with a partner (When a vendor is onboarded using the Vendor Registration app, the association of partner user with a partner happens automatically). The Vendors screen displays the records of the vendors if already onboarded using the Vendor  Registration app. Ensure Vendor Types details are maintained before adding the vendor details using this module.

To do this:

  1. Log in to the IENT Application.

  2. Go to Settings > Global Data > Vendors.
    You will be able to view all your existing vendors, if any.

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    See here to explore how you can search, view, sort, and filter all the displayed records.

  3. To add a partner details manually, click on the + button in the top right corner.

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    Note: The Statutory Registration Details and Bank Details section will reflect the fields based on the selected country.

  4. Enter the vendor details under the following sections:

    • Basic Details

    • Demographic Details

    • Organization Details

    • Statutory registration Details (This section will display the fields based on the selected country.)

    • Other Details

    • Bank Details (This section will display the fields based on the selected country.)

  5. Click Submit.
    The vendor details record will be listed under the Vendors tab.

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  6. To download a list of vendors, on the Vendors tab select the particular vendors and then click on the kebab menu on the top right corner of the screen and select Download Options as needed:

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    • Download as PDF: Export all the selected records in the data table in PDF format.

    • Download as CSV: Export all the selected records in the data table in CSV format.

  7. To export vendors to a specific tenant, select the particular vendors and then click on Export to Tenant from the kebab menu on the top right corner, and select a target tenant.

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    The selected tenant will have to approve the import request through their account. See here for more details on how to approve data import requests.

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