How to populate the system with vendors
In order to use the Vendor/Store functionality, you need to add at least one vendor entity to the system. The entity represents any retailer or service provider such that its customers can directly or indirectly request a loan to pay for the goods or services provided.
Add a Vendor
In order to create a new Vendor entity:
Go to Tools → Vendors (You, as a user, must have the “Vendor management” permission enabled)
2. Click “Add vendor” in the emerged window.
3. Provide details of the vendor as described in the section “Vendor Details” below
View and Edit Vendor Details
Once a vendor has been created, it is added to the vendor table along with its basic information (Name, phone number, the number of stores, vendor users and store users).
Click the pencil icon on the right to view and edit details of the vendor as described in the section “Vendor Details” below.
Lock Vendor Details
Click the lock icon to disable editing of the vendor details for other users. The lock will turn blue. To disable the lock, click it again.
Vendor Details
Basic Vendor Details
At the top of the form you can provide the following details of the vendor:
Name: Name of the vendor. This name will be displayed in all the selectors, therefore it should be kept reasonable and easy to understand
Industry category: Select one or more industry categories applicable to this vendor. The categories can be used by the users to search for a vendor. (The list of categories is editable by users with “System administration” permission at Settings → Application process → Dictionaries → Industry category”)
Tax identification number, Phone and Address: Provide proper details of the vendor
Bank Account Details for a Vendor
Bank accounts: It is important to define at least one bank account.
To add a bank account, click the “Add bank account” button at the top of the section.
In the emerged pop-up, define:
Bank name
Financial institution number
Routing number
Account number
Account type (select “Savings” or “Checkings” from the dropdown)
Click OK
If there are more than one bank account, click the star icon to the left from the bank name to select the default account.
Default bank account cannot be deleted. It is the account used for automatic disbursement if the credit product implies disbursement to the vendor.
If there is an only bank account, it is automatically assigned as default.
Contacts Details for a Vendor
Details of the vendor’s contact persons are visible to the Lender’s back-office users and can be used to solve any upcoming issues. Please make sure that the details are correct. At least one contact person must be defined.
To add a contact person , click the “Add contact person” button at the top of the section.
In the emerged pop-up, define:
Name and position of the person (mandatory fields)
Phone and Email (optional, but it is highly recommended to provide at least one of the two)
Click OK
There can be any number of contact persons (at least one).
Vendor’s Documents
It is possible to upload any document related to this Vendor. The documents will then be available to the Lender’s Back-office users.
To upload a document, click the “Choose file” button at the bottom of the following section
Select the file on your device and add it to the system.
The number of files is not limited.
You and Back-office users (subject to their permission) can download, view or delete the files, using icons to the right from the file name.
Finalize Creation/Editing of a Vendor
Once all the necessary details have been define/redefined, click the “Save Changes” button.
The button is disabled, if some obligatory information is missing or if the vendor is locked.
Once the vendor has been created, the system can be populated with corresponding Store entities (each Store entity represents one store, shop, retail or service point of the vendor). At least on store must be created in order to assign loan applications to a vendor.