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Introduction

In the Vendors module, you can manage your vendor’s information, such as contact and payment details, competencies, qualifications, and even holidays. Also, here you can set vendors' price lists and price profiles.

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The default settings for vendors can be provided in the Configuration menu > Clients and Vendors > Vendor settings. To learn more about it, see the Clients and Vendors - Vendor settings article.

Vendors tab

By default, in the Vendors tab, you see the list of all your vendors with several filters on top of the table. However, you can select another view or create a new one by clicking on the View drop-down list.

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To learn more about views, see the Smart views article.

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To open a vendor profile, click on its row in the table. To open the profile in edit mode, click the icon in the last column. For details, see the Vendor profile article.

The Availability column shows when the vendor is available for the next two weeks. Each box represents a day and can be colored in green (vendor available), red (vendor is occupied with work) or blue (vendor is away). When you click on vendor’s line in the availability column, a pop-up window with the list of jobs planned for the next two weeks appears.

To add a new vendor, click the Add Vendor button. For details, see the Create a new vendor profile guide.
Click the Import or Export buttons to add new vendors from other sources or export the existing ones. To learn more about those actions, see the Data import and export article.
If you select a checkbox in the left column, several additional buttons appear on top of the list.
- Click the Delete button to erase the vendor from the system. To delete all their personal information, click the icon and the Erase Personal Data button.
  You can’t delete several vendor profiles at once. Therefore, the Delete button only appears when one profile is selected.
- Click the Send CRM E-mail button to e-mail the selected vendor(s). You will be directed to the New E-mail page. To learn more about e-mail settings, see the CRM module - Send an e-mail article.
- Click the Invite to Vendor Portal button to send an e-mail with an activation link to the selected vendor(s). To learn more about Vendor Portal, see the Vendor Portal section of the Knowledge base.
- Click the Multiple Change button to make changes to the most important data of one or several vendors at once.
  You can also change those settings in the vendor profile. However, the Multiple Changeoption might be more convenient, especially when editing rates.
If you select two vendor profiles, a Merge Profiles button appears on top of the list. Use this option to get rid of duplicated profiles.

Profile 1 will be the primary one, so the data from this profile will be prioritized during the merging. Click the icon to change which profile will be the primary one.

Click the icon to switch to the Vendor Workload view and check your vendors' availability. To learn more about this view, see the Smart views - Vendor Workload view article.

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To ensure the correct functioning of classic automations, the Home Portal creates artificial vendors linked with automatic actions. They are not displayed in any view by default; however, they are reflected in the total number of your vendors.

Contacts tab

By default, in the Contacts tab, you see the list of all vendor contact persons you have in the system with several filters on top of this list. However, you can select another view or create a new one by clicking on the View drop-down list.

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To learn more about views, see the Smart views article.

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In this tab, you may also find some contacts related to automatic actions. Please do not edit or delete those contacts, as they are required for the proper functionality of automatic workflow jobs.
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To hide the contacts related to automatic actions, add a Type filter to the view, and preselect is not Linked with Automatic Action.
To open a contact person profile, click on its row in the table. To open the profile in edit mode, click the icon. For details, see the Vendor contact person profile article.
Click the Import or Export buttons to add new contact persons from other sources or export the existing ones.
If you select the checkbox in the left column, several additional buttons appear on top of the list.
Click the Delete button to erase the contact person from the system. To delete all their personal information, click the icon and the Erase Personal Data button.
Note: You can’t delete several contact persons at once. Therefore, the Delete button only appears when one profile is selected.
Click the Send CRM E-mail button to e-mail the selected contact persons. You will be directed to the New E-mail page. To learn more about e-mail settings, see the CRM module - Send an e-mail article.
Click the Invite to Vendor Portal button to send an e-mail with an activation link to the selected contact(s). To learn more about Vendor Portal, see the Vendor Portal section of the Knowledge base.
Click the Multiple Change button to make changes to the most important data of one or several contact persons at once. You will be directed to the Vendor Contact Person - Multiple Change page, which summarizes the contact person(s) profile information.
Price Profiles tab
In this tab, you can browse the price profiles of your vendors. To learn more about price profiles, see the Vendor profile - Competencies & Rates tab article.
To open a price profile, click on its row in the table. To open the price profile in edit mode, click the icon in the last column.
To check the availability of vendors, click the icon. A Vendor Workload view will be displayed.
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To see the rates of the price profiles, you need to select the necessary filters, such as job type, source and target languages, calculation units, and specializations.
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Price Lists tab
By default, in the Price Lists tab, you see the list of all price lists you have in the system with three filters on top of this list. However, you can select another view or create a new one by clicking on the View drop-down list.
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To learn more about views, see the Smart views article.
To open a price list, click on its row in the table. To open the price list in edit mode, click the icon. For details, see the https://xtm-cloud.atlassian.net/wiki/x/Xv7bwQ Manage price lists for vendors guide.
If you select the checkbox in the left column, two additional buttons appear on top of the list.
Click the Duplicate button to create another price list with the same data. Click the Duplicate button to create another price list with the same data. In the Price List - Duplicate pop-up window, provide a new name for this list and decide on the currency and whether you want to copy the rates.
💡 The Exchange Rate field is filled in automatically; however, you can enter the exchange rate manually. To learn more about exchange rates, see the Currency rates synchronization article.
The Exchange Rate field is deactivated when:
the currency of the new price list matches the currency of the duplicated one
the Copy Ratex box is unchecked.