New/Edit Vendor

You need to add a vendor in RBox using the New Vendor option from the mega menu. A Vendor object tracks all vendor company details as part of recruitment process and includes basic vendor details, locations, contractual info etc.

When you create a new Job you can link it to a Vendor to perform collaborate work on it.

You can add vendors as leads or current vendors indicating their status as part of your business development cycle.

The vendor object provides a single place for maintaining all vendor-related information, track the business development part of recruitment and easily track prospects until their conversion to acquired vendors.

Vendor Documents
You can also add files related to the vendor organization when you add a vendor. These can be maintained under multiple file categories. You can create your own file categories for vendors from the Administrator login.

So for example, you can create file categories such as Vendor Profile under which you can add documents related to the vendor services, Contractual Details under which you can maintain all documents related to your partnership with the vendor and so on.

Related Functionality
You need to use the Contacts object to store details related of contact persons at the vendor companies such as HR team members etc. who act as your points-of-contact for job requirements.

All communications with vendors happens via the Contacts that you link with vendors.

Common Tasks

1. Add a new vendor
2. Add a vendor lead
3. Add multiple locations for a vendor
4. Edit a Vendor
5. Added related documents for a vendor

1. Add a new vendor

You need to use the Vendors feature to track all 3rd party placement companies providing recruitment services to your organization. Follow these steps:
- Point to the New Mega Menu option and click on Vendor, the New Vendor page will come up.
- Enter the vendor name in 'Vendor Name'
- Specify the vendor type i.e. 'Lead', 'Current' or 'Inactive'.
- Tick the 'Allow ORF Collaboration' checkbox in case you want to enable external access to RBox for  users from the vendor side using the Open Recruitment Framework (ORF) of RBox.

- Select the business relationship with the vendor in the 'Relationship' drop-down. For e.g. 'Associate Firm'.

- Specify the other details such as contact details, status and any notes.
- Click 'Save' to create the vendor.

2. Add a vendor lead

You can maintain details of vendors at initial or advanced stages of your business development process by categorizing then as leads or established (current) vendors. To add a vendor lead:
- Follow the steps for adding a vendor as given in <task-link>.
- In the 'Type' drop-down select 'Lead'.

3. Add multiple locations for a vendor

- In main Workbench, expand 'Business Relationships' data folder, expand 'Vendors' under it and click on 'Current'.
- From list pane click the vendor name for whom to make this setting
- In detail page of client, from the 'Locations' section, click on 'Add Location'.
- Enter the location details and click 'Save'.
- Repeat previous 2 steps for each location.

4. Edit 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 vendors to edit. The detail page of the vendors will come up.
- Make the desired changes and click on 'Update' to save the changes.

5. Added related documents for a vendor

- In main Workbench, expand 'Business Relationships' data folder, expand 'Vendors' under it and click on 'Current'.
- From list pane click the vendor name for whom to make this setting

Under the Organization File category you can add resume files for the vendor.
- Select 'Organization Profile' in the File Category drop-down and then use the 'Choose File' button to select and add the file.
- Repeat this for adding multiple files (if available).

Under the Attachment Files (Other) category you can add additional files related to the vendor such as contractual/partnership documents, vendor domain etc.
- Select the category under which to add a file in the File Category drop-down and then use the 'Choose File' button to select and add the file.
- Repeat this for adding multiple files.

- Click the Save button when done.