Training Material: Adding Vendors to Your Project
Introduction
Welcome to the Vendor Module training. This module will guide you through the process of adding vendors or subcontractors to your project. Follow these steps to ensure successful integration of vendors into your project.
Step-by-Step Guide
- Access the Vendor Module:
- Navigate to the Project Setup section.
- Click on the Vendor menu to access the vendor management interface.
- Select the Project:
- From the list of projects, select the project to which you want to add a vendor.
- Add a Vendor:
- Click the + button located in the bottom right corner of the screen.
- Enter Vendor Details:
- Fill in the Email address of the vendor or subcontractor.
- Add any Remark if necessary to provide additional context or information.
- Send Invitation:
- Click SEND INVITATION to send a registration link to the vendor.
- App will automatically send an invitation link to the provided email address.
- Vendor Registration:
- The vendor user or subcontractor will receive an email from App containing the registration link.
- They must click the link and follow the registration process to complete their setup in the system.
