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Reviewing the Details of a Vendor Organisation

This article provides the detailed information on how you can view the details of both your upstream and downstream vendor organisations using Batoi Apps Cloud.

In the details page of a 'Vendor Organisation (Upstream/Downstream)', you can see a set of buttons in the toolbar with the Organisation details as shown in Figure 1. Each step shown in Figure 1 is explained in the below table.

Figure 1
Figure 1
Sl. No. Name Description
1 Logo The logo added for the vendor organisation
2 Vendor Organisation Name The name of the vendor organisation with other details
3 Orders Click to view the list of orders the vendor organisation is linked to
4 Payments Click to view the list of payments the vendor organisation is linked to
5 Sales Click to view the list of sales enquiries the vendor organisation is linked to
6 Products Click to view the list of products of the vendor organisation
7 Projects Click to view the list of projects the vendor organisation is linked to
8 Users Click to view the list of users present in the vendor organisation
9 Tickets Click to view the list of tickets the vendor organisation is linked to
10 Latest Activities All the latest activities of the organisation will auto-populate here
11 Back Use this button to return to the list page of vendor organisations
12 Edit Organisation Click to edit the details of the vendor organisation
13 Archive Organisation Click to archive the vendor organisation

Clicking on the 'Orders' button from the Vendor Organisation details page opens the list page of 'Orders' as shown in Figure 2.

Figure 2
Figure 2

In the list page of 'Orders', you can view the list of Orders the Vendor Organisation is linked to. By clicking on the 'Reset' button as shown in Figure 3, you will be redirected to the 'Orders' Module. For more details about 'Orders', refer to the 'Orders' Module.

Figure 3
Figure 3

Clicking on the 'Payments' button from the Vendor Organisation details page opens the list page of 'Payments' as shown in Figure 4.

Figure 4
Figure 4

In the list page of 'Payments', you can view the list of Payments the Vendor Organisation is linked to as shown in Figure 5. For more details about 'Payment', refer to the 'Payments' Module.

Figure 5
Figure 5

Clicking on the 'Sales' button from the Vendor Organisation details page opens the list page of 'Enquiry' as shown in Figure 6.

Figure 6
Figure 6

In the list page of 'Enquiry', you can view the list of Sales Enquiries the Vendor Organisation is linked to. By clicking on the 'Reset' button as shown in Figure 7, you will be redirected to the 'Enquiry' Module. For more details about 'Enquiries', refer to the 'Enquiry' Module.

Figure 7
Figure 7

Clicking on the 'Products' button from the Vendor Organisation details page opens the list page of 'Products' as shown in Figure 8.

Figure 8
Figure 8

In the list page of 'Products', you can view the list of Products of the Vendor Organisation as shown in Figure 9. By clicking on the 'Reset' button as shown in Figure 9, you will be redirected to the 'Products' Module. For more details about 'Products', refer to the 'Products' Module.

Figure 9
Figure 9

Clicking on the 'Projects' button from the Vendor Organisation details page opens the list page of 'Projects' as shown in Figure 10.

Figure 10
Figure 10

In the list page of 'Projects', you can view the list of Projects the Vendor Organisation is linked to. By clicking on the 'Reset' button as shown in Figure 11, you will be redirected to the 'Projects' Module. For more details about 'Projects', refer to the 'Projects' Module.

Figure 11
Figure 11

Click on the 'Users' button from the Vendor Organisation details page to view the list of Users linked with the Organisation as shown in Figure 12.

Figure 12
Figure 12

Upon doing so, you can view the list of Users the Vendor Organisation is linked to. By clicking on the 'Reset' button as shown in Figure 13, you will be redirected to the 'People' Module. For more details, refer to the 'People' Module.

Figure 13
Figure 13

Clicking on the 'All' link from the Tickets widget opens the list page of 'Tickets' as shown in Figure 14.

Figure 14
Figure 14

In the list page of 'Tickets', you can view the list of Tickets the Vendor Organisation is linked to. By clicking on the 'Reset' button as shown in Figure 15, you will be redirected to the 'Tickets' Module. For more details about 'Tickets', refer to the 'Tickets' Module.

Figure 15
Figure 15

Clicking on the 'All' link from the Latest Activities widget opens the list page of 'Activities' as shown in Figure 16.

Figure 16
Figure 16

In the list page of 'Activities', you can view all the activities done by the Vendor Organisation as shown in Figure 17.

Figure 17
Figure 17

Edit Vendor Organisation

To edit a Vendor Organisation, click on the 'Edit Organisation' button present in the toolbar as shown in Figure 18.

Figure 18
Figure 18

Edit the requisite information in the 'Edit Vendor' pop-up window and click on the 'Submit' button to save your edits as shown in Figure 19.

Figure 19
Figure 19

Archive Vendor Organisation

To archive a Vendor Organisation, click on the 'Archive Organisation' button present in the toolbar as shown in Figure 20.

Figure 20
Figure 20

Upon doing so, the 'Archive Vendor' pop-up window with the buttons 'Proceed' and 'Cancel' will appear with a user message as shown in Figure 21. Click on the 'Proceed' button to archive the Organisation. Click on the 'Cancel' button to close the pop-up window.

Figure 21
Figure 21

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