Vendor Management
This app is published in accordance with Marketplace review process. For pricing details, you can refer to this page.- Category - Manufacturing
- Vendor - Zoho Corporation
- Pricing - Free
Overview
Vendor management made smarter, faster, and easier! Leverage the power of our application to assess potential vendors and effortlessly master vendor relationships. It provides a centralized platform to efficiently monitor, evaluate, and collaborate with vendors throughout the entire vendor lifecycle. You can seamlessly keep tabs on service providers, their contracts, and the responsibilities assigned to each vendor and transform the way you manage vendors. This helps you to enhance operational efficiency, reduce risks, and optimize costs associated with vendor management activities.
Who can use this application?
Your business can either be a Small and Medium-Sized Businesses (SMBs) or one that deals with extensive vendor networks and complex procurement processes. However, if your business engages with multiple vendors and suppliers, you can absolutely benefit from using this application.
Key features
- Elevate your vendor partnerships by using our built-in rating system to tactfully hire vendors
- Define specific performance indicators and evaluate your vendors on a periodic basis
- Maintain a vendor contact database by assigning individual employees to each vendor to act as a point of contact, and easily keep tabs on the vendor's track record
- Give your teams access to manage their own contracts, as well as rate and review their vendors
- Renew expiring contracts on time using our in-app automated notifications
In addition to the above, you can also:
- Customize your application according to your brand, using application themes and custom logos
- Download this application on your mobile and tablet devices and start using them now!
Application flow
Modules in this application
This application contains modules that allow you to manage vendors, validate contracts, rate and review vendors, and much more. This'll help you stay on top of your business transactions and manage your vendor relationships, all from a single application.
Admin module
This module enables you to perform admin-specific tasks, such as adding and maintaining a database of multiple vendors' and contract details. You can also add the details of your team members (users) and assign a profile to them. Once these details have been added, this application will be shared with your team members, with restricted permissions as configured. You can also maintain a list of all the products/services you offer.
Vendor module
This module can be accessed by both admin/super-admin and team members.
In this module, you can maintain and manage your vendors' basic and contact details. You can then assign vendors to specific members of your team. These team members can view the details of vendors assigned to them in the My Vendors report. As an admin, you can view the details of all your vendors in the All Vendors report. Additionally, you can view the data related to the amount spent on your vendors by drilling down to each of your vendors in the pivot report.
Contract profile
This module can be accessed by both admin/super-admin and team members.
This module enables you to maintain a contracts database by storing and managing your contract details. You can then give your team access to manage their own contracts. You can also set automated notifications for contracts that are on the brink of expiring. This will enable you to renew them on time and ensure an uninterrupted flow.
Vendor ratings module
This module can be accessed only by your faculty members using their login IDs.
This module enables you to gauge the authenticity of your vendors, while also simultaneously analyzing your company's overall revenue. You can define specific performance indicators such as quality of service, time of delivery, complaint history, quality management systems, and many other exhaustive factors, and evaluate your vendors on a periodic basis. These ratings and reviews help you to assign contracts to vendors accordingly, based on their track record.
Install the application
You can install the app from three locations:
Installing the application from Zoho Marketplace is easy! Once you install it, the app can be set up and ready to use. You can explore the modules in the app, tweak the app to accommodate use cases specific to your business, and add, modify, and view data.
You can also add users and define roles and permissions, such as add, modify, delete, and view data, and map users to the permissions defined, thus allowing them limited or full access to your app.
- Go to Zoho Marketplace.
- Scroll down to the Zoho Creator section and click View All.
- Select the Vendor Management card and click Install.
The application will be installed on your device and you'll be ready to go!
Application setup
The Vendor Management application helps optimize your vendor and contract management systems. Whether it's capturing and storing essential vendor details, verifying compliance requirements, or setting up notification to renew contracts, there's a module for every stage in this fully customizable education management and tracking application. After installing the application, the admin/super-admin can perform the following actions.
Step 1: Navigate to the Admin section
- Access the Add Vendor Types form and add the types of vendors you want to hire, such as strategic, recurring, service or maintenance providers, manufacturers, retailers, wholesalers, and so on.
- Access the Add Contract Types form and add the types of contracts, such as lease, license agreements, delivery contracts, fixed price contracts, and so on.
- Access the Add Contract Categories form and add the categories, such as annual, temporary, service contracts with incidental or periodic maintenance, and so on.
- Access the Add User form and add users along with their profile details. The application will be shared with the added users, with the required permissions.
- Access the Add Products/Services form and enter the details of products and/or services.
Step 2: Navigate to the Vendors section
- Add your vendors' basic and point-of-contact details in the Add Vendor form. You can also set their status as live, pipeline or archived.
- View and modify the vendor details in the My Vendors report.
Step 3: Navigate to the Contracts section
- Access the Add Contract form and enter the details for new or renewal contracts. You can also tick the checkbox next to Notify Contract Expiry if you (admin and vendor) want to be notified via email about renewal of your contracts.
- View and modify the contract details in the My Vendor's Contract report.
- View the changes made to your contracts in the Edit History report
Your app is now all set up for use!
Automation
The app is fully equipped with automations to monitor and manage your vendors efficiently and effortlessly. The workflows in the app are used to hide/show and enable/disable certain fields in the forms, trigger emails upon adding users, redirect to another form upon a form's submission, send emails to renew expiring licenses, and more.
Sharing your app
You can share this app with users at your organization, defining roles and permissions so that users with specific roles have specific levels of access to the components of the app. Click here to learn how to share your app.
Note:
This application is optimized to be downloaded as an application on your mobile or tablet device.
If you wish to uninstall this application, you can do the following.
1. Navigate to Solutions and click the Vendor Management application.
2. Hover over the card and click the ellipsis icon (three dots).
3. Click Delete.
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