Configuring Vendors

An Account organization can have business contacts with more than one vendor for buying the various resources of the Account. It is very essential for the firm to keep track of its vendors and the products supplied by these vendors. To configure these details, you can use the configuring vendors option available in the admin page.

Log in to the ServiceDesk Plus - MSP application using the user name and password of an admin user.
Click the Admin tab in the header pane.
In the Asset Management block, click the Vendors icon. You can add, edit, or delete vendors.

Add Vendors

To add vendors:

In the Vendor List page, click Add New Vendor link available at the top right corner.
In the Add Vendor form, enter the Vendor Name. This name needs to be unique and this field cannot be blank. All the other fields are optional.
Enter relevant Description for the vendor.
Enter the Contact Name at the vendor location.
Enter the address details of the vendor in the respective fields.
Enter the vendor e-mail ID, phone, fax, and web URL.
Click Save. A message is displayed and the vendor is added. Simultaneously, a Products tab is also added. This tab is for adding the list of products that are supplied by the vendor.
Click the Products tab.
Click Associate Product button.
In the associate product form, choose the product name from the combo box and enter the price of the product. These are the two fields that are mandatory.
If you know the warranty period of the product, enter it in the Warranty Period by choosing the number of years and months from the combo box.
Choose the maintenance vendor from the combo box.
If you wish to add any comments, add it in the Comments text box.
Click Add. The page is refreshed to display the product association information. Repeat the steps 9 - 14, till you have added all the products supplied by this vendor.

If you do not wish to add the product list after opening the associate product form, then click Cancel. It goes back to the Vendor Details tab.

If you wish to add more than one vendor, then in step 7, instead of clicking Save, click Save and add new button. This would add the vendor and open the add vendor form for you to add more vendors. In this case, the product list needs to be added later. To get back to the vendor list page without adding the vendor or after adding the list of product supplied by the vendor, click View List link at the top right corner of the Add Vendor form.

Edit Vendor

If you have added the vendor without adding the product list, then you have to add the list of product supplied by the vendor only by editing the vendor information.

To edit the vendor information:

Click the edit iconbeside Vendor Name in the Vendor List page.
In the Edit Vendor form, you can edit all the form fields mentioned in the add vendor procedure.
Click the Products tab to add the list of products supplied by the vendor and follow the steps 9 through 14 in add vendors.

Even while editing the vendor information, if you wish to see the vendor list page, click the View List link at the top right corner of the Edit Vendor form. Also if you want to add a new vendor, then in the vendor details tab, click the Save and add new button.

Delete Vendors

To delete a vendor, it is necessary that the product vendor association is first removed and then the vendor is deleted. Also ensure that the particular vendor is not used elsewhere. Follow the steps below to delete a vendor:

In the Vendor List page, click the edit iconbeside Vendor Name.
Click the Products tab.
Click the delete iconbeside the Products. A confirmation dialog is opened.
Click OK to proceed with the deletion. Delete all the products listed.
Click view list link on the top right corner of the center pane.
Now, click the delete iconbeside the Vendor Name for which you removed the product list. A confirmation dialog is opened.
Click OK to proceed with the deletion. If you do not wish to delete the vendor, click Cancel.