Identification data subtab (Vendors)
In this tab, you can enter or check the basic information used to organize vendors in the database:
The unique ID number used to identify your vendor. It is provided automatically, but you can also enter a custom number. To find out how to modify the ID numbering scheme, see the Templates – Numbering Schemes article.
Name and legal name entered during the profile creation.
(Optional) Branch – your company's department, an affiliate, subsidiary, or regional office that does business with this vendor. To find out more about branches in the Home Portal, see the General configuration – Branches article.
(Optional) Tax numbers of your vendor. Those fields can be different depending on the vendor's country of registration.
Status of the vendor. The current status can be Active, Inactive, Waiting for Approval, Rejected, Too Expensive, Incomplete Data, Potential, or Not Confirmed.
The Individual checkbox shows if the vendor is an individual or a company.
The In-house checkbox shows if the vendor is an employee of your company or an external contractor.
(Optional) In the Contract Number field, enter the number of the contract signed with this vendor.
(Optional) From the Category dropdown list, select a specific category you want to assign to this vendor. To find out more about categories, see the System Values: Advanced – Categories article.
(Optional) Add Notes about this vendor.