# Vendor Relation Vendor Relation manual # Introduction VRM dashboard can be found under "Work" menu [![EOGhome-vrm-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/EOGhome-vrm-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/EOGhome-vrm-en.png) # 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 [![vrm-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-en.png) # Supplier # Introduction Following shows a sample window. The chapter describes features available within the window. [![vrm-supplier-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-supplier-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-supplier-en.png) # Create Supplier Click "New supplier" on upper right corner of Supplier/Staff table [![finance-employee-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/4oyfinance-employee-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/4oyfinance-employee-en.png) Enter supplier data, then click "Create". [![supplier-new-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/supplier-new-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/supplier-new-modal-en.png) # Update Supplier Click "Update" button on the right of supplier [![finance-employee-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/cWEfinance-employee-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/cWEfinance-employee-en.png) Update information, then click "Update". [![supplier-update-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/supplier-update-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/supplier-update-modal-en.png) # View Supplier Click "View" button on the right of supplier [![finance-employee-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/lB1finance-employee-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/lB1finance-employee-en.png) Supplier modal appears [![supplier-view-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/supplier-view-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/supplier-view-modal-en.png) # Supplier Performance # Quote # Introduction Following shows a sample window. The chapter describes features available within the window. [![vrm-quote-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-quote-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-quote-en.png) # Create quote Click "New quote" on upper right corner of quote table [![vrm-quote-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/vrm-quote-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/vrm-quote-en.png) Enter quote data. Click "+ Add line" if needed. Click "Submit" when done. [![purchase-quote-modal-new-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/purchase-quote-modal-new-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/purchase-quote-modal-new-en.png) # Update quote Click "Update" button on right of the quote [![vrm-quote-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/kwYvrm-quote-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/kwYvrm-quote-en.png) Update quote data, then click "Update" Click "+ Add line" if needed [![purchase-quote-modal-update-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/purchase-quote-modal-update-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/purchase-quote-modal-update-en.png) # View quote Click "View" button on right of the quote [![vrm-quote-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/TPtvrm-quote-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/TPtvrm-quote-en.png) Quote modal appears [![vrm-quote-modal-view-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/vrm-quote-modal-view-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/vrm-quote-modal-view-en.png) # Approve quote Click "Approve" button on the right of quote [![vrm-quote-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/LpCvrm-quote-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/LpCvrm-quote-en.png) When quote modal appears, click "Approve" or "Disapprove" button to confirm [![vrm-quote-modal-approve-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/vrm-quote-modal-approve-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/vrm-quote-modal-approve-en.png) # Order # Introduction Following shows a sample window. The chapter describes features available within the window. [![vrm-order-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-order-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-order-en.png) # Create Order Click "New entry", and select order or return [![new-po-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/new-po-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/new-po-en.png) Enter order/return data, then click "Submit" Click "+ Add line" if needed [![po-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/po-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/po-modal-en.png) # Update Order Click "Update" button on right of the order/return [![vrm-order-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/46gvrm-order-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/46gvrm-order-en.png) Update order/return data, then click "Update" Click "+ Add line" if needed [![update-po-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/update-po-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/update-po-modal-en.png) # View Order Click "View" button on right of the order/return [![vrm-order-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/MSUvrm-order-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/MSUvrm-order-en.png) Order/return modal appears [![view-po-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/view-po-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/view-po-modal-en.png) # Approve Order Click "Approve" button to right of the order/return [![vrm-order-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/Kfovrm-order-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/Kfovrm-order-en.png) When order/return modal appears, click "Approve" or "Disapprove" button to confirm [![approve-po-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/approve-po-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/approve-po-modal-en.png) # Release Order Click "Release" button to right of the order/return An email with order/return attachment is sent to vendor [![vrm-order-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/pYNvrm-order-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/pYNvrm-order-en.png) # Inbound booking # Introduction Following shows a sample window. The chapter describes features available within the window. [![vrm-booking-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-booking-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-booking-en.png) # View order Click "View" button on the right of order [![vrm-booking-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/vrm-booking-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/vrm-booking-en.png) Order modal appears [![vrm-picking-view-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/vrm-picking-view-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/vrm-picking-view-en.png) # Process order Click "Process" button on the right of order [![vrm-booking-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/LWPvrm-booking-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/LWPvrm-booking-en.png) Enter order data and then click "Update" [![inbound-process-modal-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/inbound-process-modal-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/inbound-process-modal-en.png) # Picking list # Introduction Following shows a sample window. The chapter describes features available within the window. [![vrm-picking-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-picking-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-picking-en.png) # View picking list Click "View" button on the right of order [![vrm-picking-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/vrm-picking-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/vrm-picking-en.png) Order modal appears [![picking-view-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/picking-view-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/picking-view-en.png) # Process picking list Click "Process" button on the right of order [![vrm-picking-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/mvqvrm-picking-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/mvqvrm-picking-en.png) Enter order data and then click "Update" [![picking-process-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/scaled-1680-/picking-process-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-03/picking-process-en.png) # Charge # Introduction Following shows a sample window. The chapter describes features available within the window. [![vrm-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-expense-en.png) # Create Expense Click "New expense" on upper right corner of expense table [![expense-new-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-en.png) When expense modal appears, enter all information and click "Create" button. Click "+ Add line" if needed [![expense-new-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-expense-en.png) # Update Expense Click "Update" button on the right of expense If no "Update" button, the expense can not be updated. [![expense-update-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-en.png) when expense modal appears, update expense data and click "Update" button Click "+ Add line" if needed [![expense-update-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-expense-en.png) # View Expense Click "View" button on the right of expense [![expense-view-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-en.png) Expense modal appears [![expense-view-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-expense-en.png) # Submit Expense Click "Submit" button on the right of expense If no "Submit" button, the expense can not be submitted. [![expense-submit-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-en.png) When expense modal appears, click "Submit" button to confirm submission [![expense-submit-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-expense-en.png) # Retract Expense Click "Retract" button on the right of expense If no "Retract" button, the expense can not be retracted. [![expense-retract-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-en.png) When expense modal appears, click "Retract" button to confirm retraction [![expense-retract-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-expense-en.png) # Approve Expense Click "Approve" button on the right of expense [![expense-approve-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-en.png) When expense modal appears, click "Approve" or "Disapprove" button to confirm [![expense-approve-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-expense-en.png) # Inventory # Introduction Following shows a sample window. The chapter describes features available within the window. [![vrm-inventory-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-inventory-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-inventory-en.png) # Inventory Click "View" button on the right of inventory item [![warehouse-inventory-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/8aNwarehouse-inventory-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/8aNwarehouse-inventory-en.png) inventory transaction modal of the item appears [![inventory-transaction-modal-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/inventory-transaction-modal-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/inventory-transaction-modal-en.png) # Report # Introduction Following shows a sample window. The chapter describes features available within the window. [![vrm-report-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-report-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-report-en.png) # Tool # Introduction Following shows a sample window. The chapter describes features available within the window. [![vrm-tool-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/vrm-tool-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/vrm-tool-en.png) # Inventory alert Click "Inventory alert" in tool window [![vrm-tool-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/vrm-tool-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/vrm-tool-en.png) Select product & location; enter lower/upper limit, and validity. Click "+ Add line" if more alert is needed. Click "Update" when done. [![vrm-tool-alert-en.png](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/scaled-1680-/vrm-tool-alert-en.png)](https://bookstack-media.s3.amazonaws.com/uploads/images/gallery/2022-04/vrm-tool-alert-en.png)