Create a new vendor record Define the vendors you want to evaluate by creating new vendor records or adding information to existing vendor records. About this task The Vendor view of the Company form contains fields and related lists that are useful to vendor managers. Procedure Navigate to Vendor Performance > Vendors > Vendors. Click New. The Company form opens in the Vendor view. Fill in the fields, as appropriate (see table). Table 1. Company vendor form Field Description Name Enter the name of the company. Phone Enter the vendor's primary contact phone number. Vendor manager Click the lock icon ( ) to add users as vendor managers. Note: Users must have the vendor_manager role to use Vendor Performance, even if you add them as vendor managers on a vendor record. Vendor type Click the lock icon to add types that apply to the vendor. This field is visible only when the Vendor check box is selected. Fax phone Enter the fax number for the vendor's primary contact. Vendor Leave the check box selected. When the check box is cleared, the company is not recognized as a vendor by the system and is not included in vendor assessments, decision matrixes, bubble charts, and scorecards. Manufacturer Select the check box if the company is a manufacturer. Notes Enter any information about the vendor that would be helpful for others to know. General Section Street Enter vendor's street address. This may be for the corporate headquarters, a local branch, or another relevant address. City Enter the city where the vendor is located. State / Province Enter the state or province where the vendor is located. Zip / Postal code Enter the vendor's zip or postal code of the vendor. Country Enter the name of the country where the vendor is located. Stock symbol Enter the three or four letter stock symbol for the vendor, if any. Latitude Enter latitude coordinates of this vendor's location. Longitude Enter longitude coordinates of this vendor's location. Website Click the lock icon to enter URL for the vendor's website. Banner image Click Click to add to upload an image for the vendor scorecard, usually the company logo. The image should be approximately 60-70 pixels high, and in one of these file formats: .jpg, .png, .bmp, .gif, .jpeg, and .ico. The image appears in the scorecard header section. Banner text Enter up to 100 characters of text for the vendor scorecard. Frequently, this contains the company slogan. The banner text appears below the vendor name in the scorecard header section. Information Section Profits Enter the vendor's total profits in decimal format and select the correct currency. Click Edit to open the Currency Instance to view the amount converted to U.S. dollars (USD). Revenue per year Enter the vendor's revenue per year in decimal format and select the correct currency. Click Edit to open the Currency Instance to view the amount converted to USD. Stock price Enter the vendor's current stock price. If there is a valid stock symbol specified, after the record has been saved, click Get Stock Quote to automatically populate this field. This functionality is owned by Yahoo Inc. and is subject to change without notice. Use this feature at your own discretion. Market cap Enter the market capitalization value, if the vendor is a publicly traded company, and select the correct currency. Click Edit to open the Currency Instance to view the amount converted to USD. Number of employees Enter the number of employees for the vendor. Publicly traded Select the check box if the vendor is a publicly traded company. Rank tier Select the overall ranking for this vendor's products and services, such as Valued Partner or Blacklisted Supplier. This field can be edited only by users with the vendor_manager role and represents the organization's opinion of the vendor's offerings. The Rank tier field appears on the Catalog Items form and on the Product Model form in the Vendor Catalog Items related list. This ranking helps the catalog_admin user decide whether to promote or discontinue this vendor's products. Discount Enter the general discount the vendor promised for the contracted commitment. You can enter a whole number or a decimal value. This is not the discount displayed in the scorecard summary, which is derived from purchase agreement contracts. Fiscal year Click the calendar icon to select the date on which the vendor's fiscal year ends. Related Links Create Vendor Credit Click to create a vendor credit for this vendor. This related link is available only when vendor ticketing is active. View Matrix Click to view the default decision matrix. Decision matrixes allow you to compare vendors in selected categories. View Vendor Scorecard Click to view the scorecard for this vendor. Scorecards allow you to view a variety of rating summaries for a vendor. This related link is available only if there is an assessable record for the vendor. Show Live Feed Click to view the live feed group for this vendor. Follow on Live Feed Click to join the live feed group for this vendor. Related Lists Vendor Contacts Lists contacts for this vendor, by role, and their contact information. Vendor Activities Lists vendor activities related to the vendor. Product Models Lists models related to the vendor. This related list is available only for vendors designated as manufacturers. Assets Lists asset related to the vendor. Incident Lists incidents opened with this vendor. This related list is available when vendor ticketing is active. Contracts Lists contracts related to the vendor. Vendor Catalog Items Lists vendor catalog items related to the vendor. This related list is available when vendor ticketing is active. Vendor Stakeholders Lists stakeholders related to the vendor. These are the users who answer specific categories of questions when assessing this vendor. Vendor Categories Lists metric categories related to the vendor. Service Offerings Lists all service offerings from this vendor. This related list is available when vendor ticketing is active. Service Commitments for Vendor Lists all service commitments for this vendor's offerings. This related list is available when vendor ticketing is active. Purchase Orders Lists purchase orders related to the vendor. This related list is available when procurement is active.