How do I view existing Vendors?

Ways of Viewing Vendors’ Records

•  Summary View

Summary View is the view that appears when you click a particular record from the List View. The Summary View displays a collection of all the key information of the record.
The Summary View can be divided into four sections. Each section has a particular functionality.

•  Summary View Actions

  • Follow: You can follow any vendor record to get updates on all the activities performed on that record.
  • Tags: You can add tag names to the record to identify the record easily.
  • Print: You can print the vendors or save it as a PDF for future references.
  • Duplicate: You can duplicate the current record and have all the details reflected in a new record.
  • Delete: You can delete a record by clicking this button.

•  Activity

  This section lists all the activities performed on that particular record. You can also add filters and view specific activities.

•  Do button

  When you click on the do button on the right-hand top corner of the Summary View, you will see the following:
  • Reach out now-You can get in touch with the Vendor via Email, Call, or SMS at the moment.
  • Reach out later- You can schedule an email, event, or task with the Vendor.
  • Add or Create- You can add or create other modules related to the Vendors.

•  Widgets

• Analytics-You can view all the metrics related to the vendors in the form of charts, mini-lists, etc. You can also create new ones here.
• Items- Displays the required products or services that the vendor has to supply.
• Sales Ops- Displays the PO linked to that particular vendor.
• Person- Displays the Contact to whom the delivery has to be made.

 

•  Deep Dive view

You can view and edit all the information about the vendor record by clicking the Deep Dive button in the Summary View of the record.