Vendor Management - Setup
The Vendor Management module helps you maintain organized records of all suppliers and service providers you work with.
It centralizes vendor information, pricing, contacts, and performance details, ensuring seamless coordination during material procurement, subcontracting, and project execution.
Creating Workflows
Creating workflows is an essential step in streamlining business processes, enabling better task management, and automating repetitive actions
By setting up workflows, teams can ensure consistency, reduce errors, and improve efficiency.
Navigate to Setup > Customized Fields > Module Workflows.
Search and filter for the desired workflow, Vendor Management
Click the edit icon in the Action column.
In the "Create Workflow" section, click Add Status.
Enter the Name for the status.
Provide a Description for the status.
Select a color for the status.
Click Add to save the status.
Email
Please ensure that the email configuration is properly set up so that we can receive all notifications without interruption. Refer to the Email Setup section below for detailed instructions and additional information.
Email And Notifications - SetupLast updated