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Managing External Organisations (Vendors)

This article gives the detailed information on how you can manage both your upstream and downstream vendor organisations in one single place using Batoi Apps Cloud.

Vendors include Companies, People and Contractors from which your Organisation get Products and Services. They can be either direct Manufacturers or Resellers. Vendors in Batoi Apps Cloud can be of two types namely Upstream Vendors and Downstream Vendors.

Upstream Vendor: Upstream Vendor refers to the vendors associated with your Organisation that supply products to your Organisation.

Downstream Vendor: Downstream Vendor refers to the vendors to whom your Organisation supplies your products.

Add a Vendor Organisation

To add a 'Vendor Organisation', follow the steps as mentioned below:

Currently, both Tenant Admin and Organisational User(s) can add Vendor Organisation(s) for an Organisation.

In the menu bar, click on the 'Sidebar Menu' icon. Then click on the 'Organisation & Users' menu and then click on the 'Vendors' sub menu as shown in Figure 1.

Figure 1
Figure 1

Upon doing so, the list page for 'Vendors' containing the details of all the 'Vendor Organisation(s)' that have been currently added for your Organisation will be displayed as shown in Figure 2. Each step shown in Figure 2 is explained in the below table.

Figure 2
Figure 2
Sl. No. Name Description
1 Filter Click to filter and view specific vendor organisation(s)
2 Download Click to download the list of vendor organisations
3 Add Vendor Organisation Click to add a vendor (upstream/downstream) organisation
4 Vendor Organisation Name The name of the added vendor organisation
5 Vendor Organisation Category The category of the added vendor organisation
6 Telephone Number The contact number of the added vendor organisation
7 Address The name of city, state and country added for the vendor organisation
8 Organisation Unit The organisational unit added for the vendor organisation
9 Taxes The tax details added for the vendor organisation
10 Identification Codes The identification code details added for the vendor organisation
11 View Organisation Click to view the details of the added vendor organisation

Add an Upstream Vendor Organisation

To add an 'Upstream Vendor Organisation', click on the '+' button. Then click on the 'Add Upstream Vendor' link from the fly-out menu as shown in Figure 3. Upon doing so, the 'Add Upstream Vendor Organisation' page will appear.

Figure 3
Figure 3

Add a Downstream Vendor Organisation

To add a 'Downstream Vendor Organisation', click on the '+' button. Then click on the 'Add Downstream Vendor' link from the fly-out menu as shown in Figure 4. Upon doing so, the 'Add Downstream Vendor Organisation' page will appear.

Figure 4
Figure 4

Download List of Vendor Organisations

To download the complete list of 'Vendor Organisations' added for your Organisation, click on the 'Download' button as shown in Figure 5.

Figure 5
Figure 5

Upon doing so, the 'Download Vendors to Excel Sheet' pop-up window will appear with two buttons 'Proceed' and 'Cancel' as shown in Figure 6 in which a list of fields related to Vendor will be available and there will be a checkbox against each field name. Check the fields which you want to be downloaded and then click on the 'Proceed' button to download the list of Vendors otherwise click on the 'Cancel' button.

Figure 6
Figure 6

Filter Vendor Organisation

To apply a filter to view selected records of Vendors, click on the 'Filter' button as shown in Figure 7.

Figure 7
Figure 7

Then enter or select values in their respective fields in the 'Filter Organisation' pop-up window and click on the 'Filter' button as shown in Figure 8.

Figure 8
Figure 8

View Upstream Vendor Organisation

To view the details of an 'Upstream Vendor Organisation', click on the 'View Organisation' button as appearing against each Upstream Vendor Organisation in the list page of Vendor(s) as shown in Figure 9.

Figure 9
Figure 9

View Downstream Vendor Organisation

To view the details of an 'Downstream Vendor Organisation', click on the 'View Organisation' button as appearing against each Downstream Vendor Organisation in the list page of Vendor(s) as shown in Figure 10.

Figure 10
Figure 10

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