Add Vendor Account

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Overview:

The Vendor Accounts Management Module is a pivotal tool for recording and organizing subscription accounts linked to various vendors. This ensures an organized and streamlined interaction between the company and the vendor services, making retrieving vendor-specific data straightforward and avoiding any credentials being forgotten.

Core Features & Functionalities:

Account Creation:

to create a vendor account and link it with your company, please follow the below guide
- Go to Core Panel / Settings Module
- Click the New Vendor account button
- to fill up the below fields:
- ID: Generated automatically for each account.
- AccountName: Manually selected unique identifier for each account.
- VaccountNo: (Vendro Account Number) Select the Vendor account from the dropdown menu.
- Company: The dropdown list to pinpoint the specific company (Our companies, if you are dealing with many companies).
  - Vendor: Dropdown to assign the vendor to which the company’s account pertains; if you didn’t find the requested vendor, please click the Add new vendor button on the side menu.
- Remarks: Field for additional details or observations.
Formulated User Experience: Seamless navigation with intuitive field entries ensures that account management is straightforward and reduces potential errors.

Benefits:

Organized Management: This module facilitates a clear and structured layout of vendor accounts related to different companies.
Audit Trail: With the user field capturing login details, this ensures accountability and tracking of entries.
Streamlined Access: No more time wasted searching for vendor details. With everything in one place, retrieval becomes straightforward.

References:

To complete this guide, Go to Assign Vendor Account to the portal page to learn about inserting the details and make a complete Vendor account solution.

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Add Vendor Account

Overview:

Core Features & Functionalities:

Benefits:

References:

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