You can easily add a new vendor or access your full vendor list right at the home screen of SecturaFAB! Let's explore how.
1. Select the CRM tab to begin. Let’s use it to view our vendors. Alternatively, you can also select “Vendors” from the home screen. For this example, select “Vendors” from the CRM tab.
2. From the vendor list you can change multiple vendors at once. Let’s discover these options:
- New Vendor: to create a new vendor.
- Remove All: Removing all Vendors. You will receive a warning message before you continue with the action.
3. To change individual vendors, highlight one or multiple to be changed and further options to edit include:
- View: Access detailed information of highlighted vendor.
- Edit: Make changes to highlighted vendors.
- Task: Assign a specific task or activity to a vendor.
- Delete: Delete the highlighted vendor. You will receive a warning message before you continue with the action.
- Remove All: Delete multiple highlighted vendors. You will receive a warning message before you continue with the action.
4. Let’s add a new vendor. Select “New Vendor.”
5. Add company information such as:
- Name – The name of the vendor.
- Display Name – The name you wish to be displayed in a quote.
- Customer Code – A code that can be assigned for exporting to an ERP.
- Ship Via – A ship method for this vendor.
- Location – A location for this vendor.
- Account Manager – A specific account manager assigned to this vendor.
- Status – The status of this vendor.
6. Select “Financial Details” to add credit, tax history, and customer ratings. Learn more about customer financials in our resource center.
7. Add a primary contact, phone number, email, website and address. To create an additional field, select “+”. Select “delete” to remove an unneeded field. In this example, the website field has been deleted.
8. When complete, select “Create” to save your new vendor or “Cancel” to escape.
9. Now, let’s assign vendors to outsourced operations. In order to complete this step be sure that you have completed the setup steps for production codes. Use our resource center to help if needed.
10. Select “Export” to receive a CSV copy of current vendors in SecturaFAB. This file can be opened in Excel.
11. Find the vendor you would like to tie outsourcing to. Select an operation code, for example paint which is “op_paint” and paste it in the “VendorOperation” Column R. If multiple operations are outsourced to one vendor. Separate each operation by a semicolon. We added paint and powder to our new vendor.
12. Save the file and select “Import” to update the vendors with the new file in SecturaFAB.