Figure 1: Control Panel Menu – Vendors
You can manage your approved vendor list in PLANERGY. Only vendors on that list will be available to select when creating a purchase order. Specific users can be given permission to manage this list so you know only vendors authorized by the correct people will be used for creating orders.
You can also manage catalogues for the supplier in the Items section of the system. This is covered in more detail in the Items section of this guide.
From the main page of the Vendors section you can view, edit or add new vendors. Depending on your permissions you may not see all of these options.
Figure 2: Vendors Page
- Add New Vendor
Button to add a single vendor. This will bring you to the Add Vendor page where you can enter details for a single vendor.
- Edit Vendors
Button to select multiple vendors to edit and call the multi-edit popup screen. The vendors selected using the checkboxes on the right hand side of the Vendor Search results will be selected for editing.
- Add Vendors
Button to call the popup screen for adding multiple new vendors.
- Clone Vendors
Button to create new vendors with the same details as a vendor selected using the checkboxes on the right hand side of the Vendor Search results.
- Number of Clones
Set the number of new vendors to create with the same details as the vendor you have selected to clone.
- Vendor Search Fields
Search options to narrow the results of the vendor search or export. The search fields can be combined as needed to return the specific list of vendors. Fill the search fields and click the Search button to update the search results below. Use the export button to export the data to a CSV format spreadsheet.
- Include Archived
Switch to set if archived vendors are included in the search results. By default archived vendors are excluded from the results and exports. Click the switch to include archived vendors in the search results or export file.
- Export CSV
Button to generate a CSV file containing the details of all vendors listed in the Vendor Search results.
Button to run a search of the vendor list. After clicking this button the vendor search results will be updated showing only results that match what is set in the search fields.
- Vendor Search Results
The list shows the vendors that match the search parameters filled in the Vendor Search. By clicking a vendor in the list you can go to the Vendor Edit page for that vendor. The default search results show only active vendors but you can see any archived or inactive vendors by editing the fields in the search.