manage-vendors.md

Create And Manage Vendors

Add New Vendor

1. The user opens the Contacts Module->clicks ‘Add’ and selects ‘Vendor’;
2. The system will open the ‘New Vendor’ screen and the following fields and widgets will be displayed:
   1. ‘Name’ field- required;
   2. ‘Site URL’ field;
   3. ‘Logo URL’ field;
   4. ‘Group name’ field;
   5. ‘Description’ text box;
   6. Widgets:
      1. Addresses;
      2. Emails;
      3. Phones;
   7. ‘Create’ button is disabled by default.
3. The user fills out the form and clicks the ‘Create’ button;
4. The system will create the new Vendor and display it on the list of Contacts& Organizations;

Edit vendor Details

1. The user selects the Vendor from the Organizations & Contacts list and clicks the ‘Manage’ button;
2. The system will display the ‘Vendor details’ screen:
   1. All fields and widgets are editable;
   2. Additional widgets appear on Vendor details screen:
      1. Dynamic properties;
      2. SEO;
      3. Indexing.
3. The user makes the editing and saves the changes;
4. The system will save the changes and display the updated Vendor details.