Manage Vendors per Product
Managing Vendors per Product helps your Company to control the procurement plan based on reviewing product prices by Vendors so that you can select the most suitable Vendors for each product in purchasing.
To manage Vendors per Product, your login account must be assigned to one of the following roles:
- Super Administrator
- Administrator
- Boss
- Purchasing Manager
- Purchaser
Before you can manage Vendors per Product, please access My Tasks by one of the following options:
- Option 1: Tap on the icon
at the Menu bar - Option 2: At the Home page, swipe to the left
Then, access Procurement Management > Procurement Catalog
1. Add a Vendor to a Product
Step 1: On the Procurement Catalog screen, tap on the icon ... next to a product, then tap on Edit to go to the Edit Product screen
Step 2: On the Edit Product screen, tap on the icon + at the Vendor section to go to the Select Vendors screen
Step 3: On the Select Vendors screen, tap on the icon + at a Vendor row to select it
- You can select Vendors in My Vendors and/or All Companies > Then, tap on Done to back to the Edit Product screen with the selected Vendors.
Step 4: On the Edit Product screen, tap on Save to finish adding Vendors to the product in your Company's Procurement Catalog.
2. Remove a Vendor from a Product
Step 1: On the Procurement Catalog screen, tap on the icon ... next to a product, then tap on Edit to go to the Edit Product screen
Step 2: On the Edit Product screen
- Tap on the icon ... next to a Vendor, then tap on Remove this Vendor
- Tap on Save to finish removing the Vendor from the product.
