Adding an Upstream Vendor Organisation
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.
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.
| 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 |
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.
| 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) |
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.
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.
| 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 |
