Vendor Relation

• Introduction
• Dashboard
• Supplier
• Introduction
• Create Supplier
• Update Supplier
• View Supplier
• Supplier Performance
• Quote
• Introduction
• Create quote
• Update quote
• View quote
• Approve quote
• Order
• Introduction
• Create Order
• Update Order
• View Order
• Approve Order
• Release Order
• Inbound booking
• Introduction
• View order
• Process order
• Picking list
• Introduction
• View picking list
• Process picking list
• Charge
• Introduction
• Create Expense
• Update Expense
• View Expense
• Submit Expense
• Retract Expense
• Approve Expense
• Inventory
• Introduction
• Inventory
• Report
• Introduction
• Tool
• Introduction
• Inventory alert

Introduction

VRM dashboard can be found under "Work" menu

 

Dashboard

Following is an example dashboard

There are several major sections; Supplier, Quote, Order/Return, Inbound-booking, Picking-list, Charge, Inventory, Report, Tool.

Some sections may not be available from customization

 

Supplier

Introduction

Following shows a sample window.

The chapter describes features available within the window.

 

Create Supplier

Click "New supplier" on upper right corner of Supplier/Staff table

Enter supplier data, then click "Create".

 

Update Supplier

Click "Update" button on the right of supplier

Update information, then click "Update".

 

View Supplier

Click "View" button on the right of supplier

Supplier modal appears

 

 

Supplier Performance

Quote

Introduction

Following shows a sample window.

The chapter describes features available within the window.

 

Create quote

Click "New quote" on upper right corner of quote table

Enter quote data.  Click "+ Add line" if needed. Click "Submit" when done.

 

Update quote

Click "Update" button on right of the quote

Update quote data, then click "Update"

Click "+ Add line" if needed

 

View quote

Click "View" button on right of the quote

Quote modal appears

 

Approve quote

Click "Approve" button on the right of quote

When quote modal appears, click "Approve" or "Disapprove" button to confirm

 

Order

Introduction

Following shows a sample window.

The chapter describes features available within the window.

 

Create Order

Click "New entry", and select order or return

Enter order/return data, then click "Submit"

Click "+ Add line" if needed

 

Update Order

Click "Update" button on right of the order/return

Update order/return data, then click "Update"

Click "+ Add line" if needed

 

View Order

Click "View" button on right of the order/return

Order/return modal appears

 

Approve Order

Click "Approve" button to right of the order/return

When order/return modal appears, click "Approve" or "Disapprove" button to confirm

 

Release Order

Click "Release" button to right of the order/return

An email with order/return attachment is sent to vendor

 

Inbound booking

Introduction

Following shows a sample window.

The chapter describes features available within the window.

 

View order

Click "View" button on the right of order

Order modal appears

 

Process order

Click "Process" button on the right of order

Enter order data and then click "Update"

 

Picking list

Introduction

Following shows a sample window.

The chapter describes features available within the window.

 

View picking list

Click "View" button on the right of order

Order modal appears

 

Process picking list

Click "Process" button on the right of order

Enter order data and then click "Update"

 

Charge

Introduction

Following shows a sample window.

The chapter describes features available within the window.

 

Create Expense

Click "New expense" on upper right corner of expense table

When expense modal appears, enter all information and click "Create" button.

Click "+ Add line" if needed

 

 

Update Expense

Click "Update" button on the right of expense

If no "Update" button, the expense can not be updated.

when expense modal appears, update expense data and click "Update" button

Click "+ Add line" if needed

 

View Expense

Click "View" button on the right of expense

Expense modal appears

 

Submit Expense

Click "Submit" button on the right of expense

If no "Submit" button, the expense can not be submitted.

When expense modal appears, click "Submit" button to confirm submission

 

Retract Expense

Click "Retract" button on the right of expense

If no "Retract" button, the expense can not be retracted.

When expense modal appears, click "Retract" button to confirm retraction

 

Approve Expense

Click "Approve" button on the right of expense

When expense modal appears, click "Approve" or "Disapprove" button to confirm

 

Inventory

Introduction

Following shows a sample window.

The chapter describes features available within the window.

 

Inventory

Click "View" button on the right of inventory item

inventory transaction modal of the item appears

 

Report

Introduction

Following shows a sample window.

The chapter describes features available within the window.

 

Tool

Introduction

Following shows a sample window.

The chapter describes features available within the window.

 

Inventory alert

Click "Inventory alert" in tool window

Select product & location; enter lower/upper limit, and validity.

Click "+ Add line" if more alert is needed.

Click "Update" when done.