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Adding an Upstream Vendor Organisation

Learn how to add an upstream vendor organisation either by entering only the required data or by entering all the details in the page using Batoi Apps Cloud.

There are two sections in the Add Upstream Vendor Organisation page namely 'Required Section' in which only the required fields will appear and the other one is 'Advanced Section' in which the fields which are not required will appear. If you want to fill information also in the 'Advanced Section' then click on the 'Advanced' link or the 'Down Arrow' link as shown in Figure 1.

Figure 1
Figure 1

In the 'Add Upstream Vendor Organisation' page as shown in Figure 2, fill in the following information about an Upstream Vendor Organisation. Each step shown in Figure 2 is explained in the below table.

Figure 2
Figure 2
Sl. No. Name Type Description
1 Name Required Enter the name of the vendor organisation
2 Organisational Unit Required Select a value from the drop-down menu
3 Category Required Select a value from the drop-down menu
4 Primary Contact Required Select an existing primary contact or create a new primary contact for the upstream vendor organisation

The 'Vendor Code' will only appear in the Edit Vendor Organisation page. If for 'Vendors' menu the record identifier is selected as 'Custom' in the 'Unique Record Identifier' page, then the Vendor code will be generated as Unique and then in the Edit Vendor Organisation page you can edit the code.

To add a new Upstream Vendor User as a Primary Contact for the new Upstream Vendor Organisation, you need to add information in the 'Add Upstream Vendor User' section as shown in Figure 3. Each step shown in Figure 3 is explained in the below table.

Figure 3
Figure 3
Sl. No. Name Type Description
1 Disable/Enable Login Required The login for a user is disabled by default. If you want to enable login for a user, then switch the toggle on. By enabling login, you can set a password for a specific user
2 First Name Required Enter the first name of the upstream vendor user
3 Last Name Required Enter the last name of the upstream vendor user
4 Email Required Enter the email address of the upstream vendor user
5 Mobile Number Required Enter the mobile number of the upstream vendor user
6 Password Required Enter the password that you would like to set for the user account
7 Retype Password Required Retype the password that you have set for the user account
8 Designation Required Select a value from the drop-down menu
9 Additional Notes Optional Enter additional notes (if any)

The 'User Code' will only appear in the Edit Upstream Vendor User page. If for 'People' menu the record identifier is selected as 'Custom' in the 'Unique Record Identifier' page, then the User code will be generated as Unique and then in the Edit Upstream Vendor User page you can edit the code.

To select an Existing Primary Contact, switch the toggle to 'Existing' as available in the 'Primary Contact' heading. Upon doing so, the list of all the existing Upstream Vendor Users will appear in the 'Select User' drop-down menu from where you can select the Upstream Vendor User as shown in Figure 4.

Figure 4
Figure 4

If the 'Advanced Section' is clicked, then the Add Upstream Vendor Organisation page will appear as shown in Figure 5. Each step shown in Figure 5 is explained in the below table.

Figure 5
Figure 5
Sl. No. Name Type Description
1 Street Address Optional Enter the street address of your vendor organisation
2 Country Optional Select a value from the drop-down menu
3 State Optional Select a value from the drop-down menu
4 City Optional Select a value from the drop-down menu
5 Zip/Pin Optional Enter the zip/pin code of your vendor organisation
6 Telephone Number Optional Enter the contact number associated with your vendor
7 Fax Number Optional Enter the fax number
8 Website Optional Enter the website name of your vendor organisation
9 Logo Optional Select and upload a logo for the vendor organisation
10 Include Payment Details for Invoice Optional Enter the payment details for payment process
11 Additional Notes Optional Enter an additional notes for your vendor organisation
12 Tax Level Optional Select whether the tax is applicable to product or order
13 Tax Name Optional Enter the tax name associated with your vendor organisation
14 Tax Number Optional Enter the tax number associated with your vendor organisation
15 Tax Value (%) Optional Enter the other tax value of your vendor organisation
16 + Add More Optional Click to add one more row to enter tax details
17 Identification Code Name Optional Enter the identification code name of your vendor organisation
18 Identification Code Value Optional Enter the identification code value of your vendor organisation
19 + Add More Optional Click to add more identification code
Once you are done with, click on the 'Save' button as shown in Figure 5 to save your information. You can then see that the new 'Upstream Vendor Organisation' is now available on the list page for 'Vendor Organisation(s)'.

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