Fleet User Manual 2022

Vendors Module

0 views August 18, 2022 mahmoud 0

Vendors module consists of two sections; Vendors Archive and Vendors List. Vendors Archive is where the archived vendors are stored. Vendors List is dedicated to viewing and managing the list of vendors that your fleet of vehicles is linked to. All the vendors added to your account on Fleet system will appear in this section with all their related information, like vendor name, vendor phone, website, contact name, and contact phone number.

Vendors module interface also offers a number of actions that help you manage your list of vendors, like searching for a vendor, filtering vendors according to name, contact name, and classification, in addition to editing, archiving, exporting, and adding new vendors.

How to add a new vendor:

  • Click ‘Add New’ on the top right of the list.
  • A new window will open.

  • Upload a picture or the logo of the vendor.
  • Enter vendor name (mandatory), phone, website, and address.
  • Set the start and the end of your contract with that vendor (mandatory).
  • Fill the information of the contact person; his/her name, phone and email address.
  • Choose at least one classification for the vendor and set the expense types if the classification requires.
  • Click Save to add the new vendor.

How to edit vendors:

  • To edit vendors’ information, click the edit icon .
  • A new window will open where you can update the information of the vendor.

  • Modify the information and click Save.

How to archive vendors:

  • Click the archive icon .
  • Confirm the action.

  • The vendor will be sent to archive.

To restore an archived vendor, got to Vendors Archive and click on the restore icon .

To delete a vendor permanently, click the delete icon .

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