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Include Page
Include - Contact Sales
Include - Contact Sales

Target audience: Project Managers, Vendor Managers


 

Table of Contents

 


 

Overview

You may add a new vendor's profile to your database manually, or you may use for this purpose the Import Data function.

The following guide covers the manual entity creation, to learn more about how to import your data go to: Importing Data Import Guide.

Tip
titleManual Creation vs Import

We recommend manual creation in case of small number of vendors (1-3). If you want to add more vendors to your database it would be more efficient to use the Import Data function.

Info
titleBefore Reading this Tutorial
  • The steps without any marking are mandatory to perform because they ensure carrying on a proper function of the Home Portal.
  • The steps marked with the (Optional) label give you information about settings useful for you in terms of fulfilling specific requirements for your projects, but if you skip them it will have no negative effect on the function of the Home Portal.

 

 

 

 

I. Add a New Vendor Profile

Excerpt Include
Include - Adding a New Vendor Profile to the Database
Include - Adding a New Vendor Profile to the Database
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II. Add a New Contact Person

Excerpt Include
Include - Adding a Contact Person to the Vendor Profile
Include - Adding a Contact Person to the Vendor Profile
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Tips and Tricks

More vendor related information you may find in the: Vendor Module.


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