Set up vendor data

Vendors are company records that have the Vendor check box selected.

Ensure that each vendor is properly defined on the Company form. Navigate to Vendor Performance > Vendors to view all companies designated as vendors and ensure that the companies you want to evaluate in vendor performance are present on the list. You can create vendor types to help classify vendors. Create new vendors and add information, such as vendor type, to existing vendors as necessary. Vendor performance adds the Vendor view of the Company form, which contains fields that are not visible in other views by default. Though not required, you can assign users as vendor managers for specific vendors. These users can quickly view a filtered list of vendors for which they are vendor managers.

Also consider creating vendor contacts and vendor activities to keep track of important people and events related to vendors.