Managing Vendors

You can view and manage your current and lead vendors from Business Relationships views in the main Workbench.

You can perform following actions:

• View leads and current vendors
• Convert leads to current vendors
• Disable/enable vendors: for e.g. if you’re not collaborating for job requirements with a vendor, you can disable it temporarily.

Delete vendors: You can also permanently remove vendors from RBox. This is controlled via permissions configured by the administrative user.

Common Tasks

1. View list of all existing vendors
2. Convert a lead to a current vendor
3. Disabling a vendor
4. Deleting a vendor

1. View list of all existing vendors

- In main Workbench, expand 'Business Relationships' data folder, expand 'Vendors' under it and click on 'Leads' or 'Current'.
- The list of vendors will be displayed in the right-pane.

2. Convert a lead to a current vendor

- In main Workbench, expand 'Business Relationships' data folder, expand 'Vendors' under it and click on 'Leads'.
- In the list of vendors in the right-pane click on the vendor to convert. The detail page of the vendor will come up.
- Click on the 'Type' drop-down and select 'Current'.
- Click on 'Update' to save the changes.

3. Disabling a vendor

- In main Workbench, expand 'Business Relationships' data folder, expand 'Vendors' under it and click on 'Leads' or 'Current'.
- In the list of vendors in the right-pane click on the vendor to disable. The detail page of the vendor will come up.
- Click on the 'Status' drop-down and select 'Disabled'.
- Click on 'Update' to save the changes.

4. Deleting a vendor

- In main Workbench, expand 'Business Relationships' data folder, expand 'Vendors' under it and click on 'Leads' or 'Current'.
- In the list of vendors in the right-pane tick next to the vendor to delete.
- Point to the 'Edit' menu and select 'Delete'.
- Click 'OK' to confirm.