Manage Vendors
- Kian Stack
- Tumaini Kioko
- Andrew Schmitt
Overview
Vendor administration is located in the Vendor tab of Checkout administration. To perform any of the actions on this page, first navigate to Project Settings > Checkout > Vendors.
Only users with the Administrators project role can view and edit the Vendors administration page in Checkout.
Vendors are the companies you source your Items from and indicate where Purchase Orders for those items are sent. Every Item created must have an associated Vendor.
Create Vendors
To create a Vendor, simply click on Add Vendor located in the Vendors tab. The following information is required to successfully add a Vendor:
Vendor Name
Address
Address 2 (Optional)
Country
City
State
Postal Code
Contact Name
Phone Number
Email Address
After entering the Vendor information, administrators can navigate to the Items tab to link Items to the Vendor.
Once all Vendor details are complete, click on Add Vendor to finalize the process.
Edit Vendors
To edit Vendors, use the Edit button.
All details of the Vendor may be edited in the screen which appears. When finished editing the Vendor, be sure to press Save Changes.
Delete Vendors
Before deleting a Vendor, ensure that there are no active Items linked to it. If there are Items associated with the Vendor you wish to delete, you must either deactivate those Items or reassign them to a different Vendor. Vendors that do not have any Items will be deactivated and moved to the deactivated list, where they can be re-enabled at a later time.
Administrators have the ability to remove Vendors from a project. To do this, simply click on the Trash Can icon located next to the vendor.
In addition to deleting individual Vendors, administrators can utilize the Batch Delete function to remove multiple Vendors simultaneously. To access this feature, navigate to Project Settings > Checkout > Vendors > … > Batch Delete.
Select all Vendors you wish to delete and click on Delete Selected.
Please note that only Vendors without any associated Items can be deleted.
Approve Vendors
Customers have the option to request items that are not currently available in the catalog. If they wish to request a new item, they may need to provide information about a new vendor if that supplier is not already listed. In such cases, agents responsible for processing the order will be required to complete additional details regarding the vendor. Once an agent has filled out all necessary vendor information and created the vendor profile, it will be forwarded to the administrators for approval.
To approve a request for a new vendor, administrators must navigate to Project Settings > Checkout > Vendors > … View Unapproved Vendors > Approve.
Import Vendors
To import Vendors, follow the Import Vendor guide.
Export Vendors
To export Vendors, browse to Project Settings > Checkout > Vendors > … > Export.
This will generate a .csv file which can be downloaded. A Vendor CSV file may be imported into other Checkout projects if desired.
Storing Vendors in Jira assets
By default, vendors are stored within Checkout. However, Checkout also supports the integration of vendors from alternative sources, such as Jira Assets Objects. Additionally, Checkout can transfer existing vendors into Jira Assets, enabling a visual association of vendors with assets stored in Jira Assets. For detailed instructions on how to accomplish this, please refer to the how-to section.