The Vendor Management screen allows users to create and maintain vendor profiles used across different operational modules in the platform. Vendors can represent fuel providers, service centers, object suppliers, trip partners, sellers, or multiple business categories.
Along with vendor profile information, the module also allows users to upload and maintain vendor-related documents such as agreements, licenses, certificates, and other supporting files.
To Get Started
- Login to your account
- Go to setting > general > Vendor
To Create a Vendor
- Click on the + button to add new
- Open the Profile tab.
- Select the company under which the vendor will be created.
- Select the company branch associated with the vendor.
- Enter the name of the vendor or supplier.
- Enter the vendor's primary contact number.
- Enter the vendor's website URL, if available.
- Select the vendor's country.
- Select the vendor's state or province.
- Enter the city where the vendor is located.
- Enter the postal or ZIP code.
- Enter the primary address.
- Enter additional address information, if required.
- Enter the name of the primary contact person.
- Enter the contact person's mobile number.
- Enter the contact person's email address.
- Select one or more categories that define the vendor's services.
- Fuel : Vendors supplying fuel or fuel-related services.
- Service: Vehicle service centers or maintenance providers.
- Object: Vendors involved in vehicle or asset supply.
- Trips : Vendors providing trip or transportation services.
- Seller: Vendors involved in selling vehicles, devices, or equipment.
- All: Assigns the vendor to all available categories.
- Upload the vendor logo or profile image.
- Open the Document tab and upload supporting documents.
- Click the + (Document) button to add a new document.
- Select the type of document.
- Enter a descriptive name for the document.
- Upload the required file.
- Select the document's issue date.
- Select the document's expiry date, if applicable.
- Download the uploaded document for verification or future reference.
- Click the + (Document) button to add a new document.
- Click the Save icon