# 9. Vendors

A person or company offering items for sale is known as a vendor. Each vendor company may have agents who are not part of their organization but are third-party service providers. These third-party agents are utilized when additional personnel are required.

By using this module, the user can onboard the new vendor.

This module has the following features.

- New Vendor
- Bulk Upload

# 9.1. Vendors Dashboard

Vendor dashboard has the following features.

[![vendor-dashboard1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-punccjzx.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-dashboard1.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**Vendors summary (wedges):** It shows the count of total number of vendors in the system with active and inactive states.

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;"> 2.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**Status Dropdown**: To search vendors with status active or inactive. Select one status from the drop down, results will be display in vendor list.

[![vendor-dashboard2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-vcy20h4r.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-dashboard2.png)

Results will display in vendors list as shown by following screenshot.

[![vendor-dashboard3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-vqfimzyl.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-dashboard3.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">3.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**Search**: <span lang="EN-US" style="mso-ansi-language: EN-US;">you can search for any specific vendor details with vendor name.</span>

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;"> 4.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**Filter**<span lang="EN-US" style="mso-ansi-language: EN-US;">: by using this feature you can refine the search by selecting the choice of filter (skillset and contact person) and selecting the appropriate choice from the displayed list and click on add button then click on apply button shown by below screenshot.</span>

[![vendor-dashboard4.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-ndmylwxr.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-dashboard4.png)

Filter results will display in vendor dashboard as shown by following screenshot.

[![vendor-dashboard5.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-sazndseh.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-dashboard5.png)

Click on the clear filter button to navigate back to normal list.

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;">5.<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**Pagination**: pagination view is displayed below the vendor list, you can select the pagination numbers (5,10,25,50,100) to get the desired list.

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# 9.2. Pre-requisite for Vendor Creation

To onboard the new vendor, you must create an agent in agent’s module which we select from “contact person” field search dropdown while new vendor creation.

<u><span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-MY; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Left Menu -&gt; Agent -&gt; New Agent</span></u>

[![agents-new agent1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-jl73isb9.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/kGOagents-new-agent1.png)

<span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-MY; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Fill the all-mandatory fields then only the save button will be enabled.</span>

[![agent-new agent3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-dx8c2fxq.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/2hJagent-new-agent3.png)

Click on save button, confirmation message “agent registered successfully” message will be display and system navigated to agent’s dashboard page.<span style="mso-ansi-language: EN-US;"> <span lang="EN-US">In the agents list we can see newly added agent on the top of the list.</span></span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">For more details, please refer to 2. Agent module -&gt; 2.3. New Agent.</span>

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# 9.3. New Vendor

To onboard the new vendor, we can use this module.

[![vendor-new1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-bcolgoi0.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/kKLvendor-new1.png)

**Contractor Type:** Vendors are classified as either direct contractors or subcontractors (with the parent contractor being the direct contractor). When a user selects a subcontractor, a list of direct contractors will be displayed in the parent contractor dropdown for selection.

<span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-MY; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">Fill the all-mandatory fields.</span>

[![vendor-new2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-kfj8nej3.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/v3Wvendor-new2.png)

**Contact Details**: User can add contact person by selecting from the (existing agent in this application) list. This person will serve as the contact for the vendor company.

[![vendor-new5.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-35cpzwvb.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-new5.png)

Fill the agent’s name in the search box and select relevant agent name from dropdown (existing user/agent in this application) then click on assign button.

Your contact person details will be added on contact person filed as shown by following image.

[![vendor-new3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-zr7amyid.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-new3.png)

User can add “contact person” manually by clicking on “Add contact person manually” button if that person doesn’t exist in this this asseto application. the following page will be displayed.

[![vendor-new4.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-zc74jqbb.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-new4.png)

Add contact person details and click on save, details will be added in contact person field as shown by below screenshot.

[![vendor-new6.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-i8l47wbm.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-new6.png)

**Tenant Supervisor**: The person responsible for managing and overseeing this vendor. Select from the search bar and click on assign button to add.

**Documents field**: Any documents related to this vendor user can add here.

Click on “save” button.

[![vendor-new7.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-4t9n4ngw.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-new7.png)

Confirmation message will be display “Vendor added successfully” and system navigate to vendor detail view page as shown by following screenshot.

[![vendor-new8.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-blmvh2vm.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-new8.png)

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# 9.4. Vendor Detail View

<span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-ansi-language: EN-US;">Here you can view the detailed information of the vendor (as shown by following screenshots). Clicking on the specific vendor on the vendor list will be navigated to the vendor detail’s view page.</span>

On the vendor view page, users can add or remove agents and assets <span style="font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-MY; mso-fareast-language: EN-US; mso-bidi-language: AR-SA;">(linking vendor to assets and agents)</span>.

[![vendors-view1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-aliiq1ww.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendors-view1.png)

 Vendors view page having following features

<div class="page-content" dir="auto" id="bkmrk-%C2%A0-%C2%A0-%C2%A0-%C2%A0-%C2%A0-%C2%A0agent-sec"><div dir="auto">1. **<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;"><span style="font-style: normal; font-variant: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';"> </span></span></span><u>Agent Section</u>**: Agents can be selected from a dropdown list of those already created in the agents module within the Asseto application. This functionality allows for the assignment of agents on a contract basis.

</div></div> when you click on the agent tab the system will navigate to agent section. Here you can add an agent under this vendor. Here user can view already associated agents with this vendor.

[![vendors-view2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-risn2aoa.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendors-view2.png)

Select one agent from dropdown and click on save button, “agent added successfully” confirmation message will appear, and selected agent will be added in agent section as shown by the following screenshot.

**Note**: When an agent is tagged to a vendor, it indicates that the agent has been contracted to work for that vendor.

[![vendors-view3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-z1m7heba.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendors-view3.png)

**Delete**: By clicking on the delete icon user can delete association between agent and vendor.

**2. <u>Asset Section</u>**: Assets can be selected from a dropdown list of those already created in the assets module within the Asseto application. This functionality allows the allocation of assets to the vendor.

When you click on the asset tab system will navigate to asset section. Here you can add assets under this vendor. Here user can view already associated assets with this vendor.

[![vendors-view4.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-0cwbsz0n.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendors-view4.png)

Select one asset from dropdown and click on save button, “asset added successfully” confirmation message will appear, and selected asset will be added in asset section.

[![vendors-view5.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-8190is98.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendors-view5.png)

**Delete**: By clicking on the delete icon user can delete association between asset and vendor.

**3. <u>Documents Section</u>**: when you click on the documents tab the system will navigate to vendor edit page documents section. Here you can add documents under this vendor.

[![vendors-view6.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-vlodluwh.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendors-view6.png)

Click on ‘choose file’ button, select your document from local pc.

[![vendors-view7.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-uitxtdcg.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendors-view7.png)

“Successfully uploaded” confirmation message will appear. Click on the update button, screen navigate to vendor detail view page.

[![vendors-view8.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-uw5mg7jq.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendors-view8.png)

“Vendor successfully updated” confirmation message will appear.

In the documents section, the user can view recently added documents and already existing documents with this vendor.

To delete the document, click on “new document” then you navigate to vendor edit page there you can see already existing document with delete icon.

[![vendors-view9.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-nm6dgclw.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendors-view9.png)

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# 9.5. Vendor Edit

<span lang="EN-US" style="mso-ansi-language: EN-US;">In vendor detail’s view page, we have an option to edit and update the vendor details by clicking on edit icon (available nearby vendor name top left side of vendor view page). </span>

And we can edit individual sections vendor info, contact person, skillset….by clicking on respective edit icons.

[![vendor-edit1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-jkimoy29.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-edit1.png)

When you click on the edit icon, the system will navigate to vendor edit page.

[![vendor-edit2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-gnrf8gbn.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-edit2.png)

Here users can edit/update the vendor details.

[![vendor-edit3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-rzlbrpee.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-edit3.png)

<span lang="EN-US" style="mso-ansi-language: EN-US;">Edit the data and click on ‘</span>update’ <span lang="EN-US" style="mso-ansi-language: EN-US;">button at the bottom of the page. </span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">System will navigate to vendor detail view page and “vendor successfully updated” confirmation message will be displayed.</span>

[![vendor-edit4.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-pokw0wqi.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-edit4.png)

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# 9.6. Vendor Bulk Upload

<span lang="EN-US" style="mso-ansi-language: EN-US;">By using this feature, you can onboard the multiple agents in bulk.</span>

**<span lang="EN-US" style="mso-ansi-language: EN-US;">Left Menu -&gt; Vendor -&gt; Bulk Upload</span>**

<span lang="EN-US" style="mso-ansi-language: EN-US;">It has 3 sections, those are</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">1. **Preparation**: To download the template.</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">2. **Precheck**: validation check: To check for any errors in the uploaded sheet.</span>

<span lang="EN-US" style="mso-ansi-language: EN-US;">3. **Processing**: To view the progress on the bulk upload process.</span>

[![vendor-bulk edit1.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-hyehmvzl.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-bulk-edit1.png)

**<u><span lang="EN-US" style="mso-ansi-language: EN-US;">Info button</span></u>**<span lang="EN-US" style="mso-ansi-language: EN-US;">**:** users can view the fields validation rules to fill the values in csv file accordingly.</span>

[![vendor-bulk edit4.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-knexfrnw.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-bulk-edit4.png)

**<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">1. </span><u><span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Preparation:</span></u>**<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"> click on download template button to download csv file will be available in your local pc downloads folder as shown by following screenshot.</span>

[![vendor-bulk edit2.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-hdybldog.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-bulk-edit2.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Fill the data on the downloaded csv file for all vendors to be onboarding using bulk upload.</span>

[![vendor-bulk edit3.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-rnagjqmt.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-bulk-edit3.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Upload the file by clicking on choose file button on the bulk upload page.</span>

[![vendor-bulk edit5.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-yisj0yr1.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-bulk-edit5.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">After uploading the csv file ‘Next’ button will be enabled, you can click on next button the system will navigate to validation check page.</span>

**<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">2. </span><u><span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Precheck/validation check</span></u>**<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">: if your uploaded file having any errors will be display here, user will not be able to move to next stage unless those errors are corrected, submit button enabled (as shown by below screenshot) if no errors in your csv file.</span>

[![vendor-bulk edit6.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-zfrfcsqs.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-bulk-edit6.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">**Note**: Click on the tooltip (icon) to check the validation status on validation/pre-check page.</span>

[![vendor-bulk edit7.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-qkcxzdqu.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-bulk-edit7.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">If there are no errors user can view passed count (i.e. number of vendors added) submit button enabled. Click on the submit button system will navigate to next page.</span>

**<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">3. </span><u><span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Processing</span></u>**<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">: you can see the progress of bulk upload to the application. “Vendors created successfully” confirmation message will be displayed.</span>

[![vendor-bulk edit8.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-svcrpxbm.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-bulk-edit8.png)

<span style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;">Click on close. added Vendors through bulk upload will be displayed on the Vendors list page as shown by following screenshot.</span>

[![vendor-bulk edit9.png](https://kb.asseto.ai/uploads/images/gallery/2024-09/embedded-image-j65lcijm.png)](http://ec2-3-7-68-25.ap-south-1.compute.amazonaws.com/uploads/images/gallery/2024-08/vendor-bulk-edit9.png)

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