Vendor Management

The Vendor Management suite of apps is an optional suite of apps that can be used to track information about the vendors you work with.

It enables you to maintain a detailed profile of each vendor for the purpose of bid selection, contract award and generation, compliance tracking, and invoicing details, including information about licenses and certifications that they hold.

It is suitable for organizations who want to track more information than can be recorded in the Contacts > Companies application. You are able to link the vendor record to the company record in the Companies application, and update the record in the Companies application when information is added or changed in the Vendors application.

There are three sub-apps in this suite of apps. They are as follows:

The Vendors app is the list of vendors. Here you will set up vendor records, enter information about the company, key contacts, services performed, and track information about the certifications, licenses, insurances, and bonds that they hold, including effective and expiration dates and other important information. You can also upload copies of related documents, such as the certificates of insurance. Vendor records can be linked to Company records in the Contacts > Companies app.

For detailed information on how to enter and manage vendor records, refer to Vendors.

The Certifications application is where domain administrators can set up a list of certifications issued by federal, state, local or other authorities. It describes any certification or permit that needs to be tracked for compliance purposes. This includes disadvantaged or minority business-owned statuses.

By default, Domain Users receive “Referencer” permission to the application, allowing them to associate certifications created in the app to vendor records. The app is visible to Domain Administrators, who can create, edit, and delete certifications and associated data.

For detailed information on how to set up certifications, refer to Vendor Certifications.

The Classifications application is where domain administrators can set up a list of service and license classifications for your vendors. Service classifications describe the type of work the vendor performs, and License classifications describe optional license-specific classifications associated with licenses the vendor holds.

By default, Domain Users receive “Referencer” permission to the application, allowing them to associate classifications created in the app to vendor records. The app is visible to Domain Administrators, who can create, edit, and delete classifications and associated data.

For detailed information on how to set up classifications, refer to Vendor Classifications.