Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Add a Vendor

There are four possible ways to create a vendor record:

• Click 'All' > 'Vendors' > 'Add Vendors'. This will open the full 'New Vendor' form. See 'Create a New Vendor Record' for more information.

• Quick create a record – Click the '+' button > Click 'Vendor'. Create a vendor by completing only basic details. Other details can be added later as required. See 'Quick Create a Vendor Record' for details.

• Clone a record – Duplicate an existing vendor record to use as template for a new vendor record. See 'Clone a Vendor Record' for more information.

• Import vendor records – Import a list of vendors records from .csv or .vcf file. See 'Import Vendor Records' for details.

Create a New Vendor Record

• Click 'All' > 'Vendors'.

• Click the 'Add Vendor' button

The 'Create New Vendor' page will open:

Create New Vendor – Form Parameters
Form Parameter	Description
Vendor Details
Vendor Name	Name of the supplier. This field is mandatory.
Primary Email	Contact email address of the supplier.
Primary Phone	Main contact phone number of the supplier.
GL Account	General Ledger account. Select the ledger type to which the supplier belongs. To add or remove an item from the list, contact your administrator.
Website	Supplier's website.
Created Time	Date and time that the vendor record was created.
Category	The industry or service sector of the supplier.
Modified Time	The time when the vendor record is modified.
Assigned To	Date and time of the last update to the vendor record.
Description Details
Description	Add any information and directions you would like to add about the vendor.

• Click 'Save'. The vendor will be saved and added to the list in the 'Vendor List' interface

Quick Create a New Vendor Record

The 'Quick Create' option allows you to create a vendor record from any interface. It requires you to enter only basic details. 

• Click the '+' button at the top right from any interface of CRM and choose 'Vendor' from the options

• Complete the basic vendor details (vendor name, primary email etc)

• If you want to view and enter all details, click 'Go to full form'. Descriptions of the form parameters are available in  this table.

• Click 'Save'

The vendor will be added to the list of records in the 'Vendors List' interface.

Clone a Vendor Record

Customer Relationship Management (CRM) allows you to copy an existing vendor record to use as a template for a new record. You can then edit the cloned record as required.

• Click 'All' > 'Vendor' to open the 'Vendor List' interface

• Click the name of the vendor record you want to clone

• Click 'More' at the top-right and choose 'Duplicate'

The 'Create New Vendor' form will open with the details populated from the original record.

• Edit the details as required to create your new vendor. Descriptions of the form parameters are available in the table above.

• Click 'Save'. 

The vendor record will be saved and added to the 'Vendor List' interface.

Import Vendor Records

Another method of creating vendor records is to import from a .csv or .vcf file. Please make sure all mandatory fields required to create a new record are present in your import file.

• Click 'All' > 'Vendor' to open the 'Vendor List' interface

• Click 'Actions' > 'Import'

Follow the on-screen instructions to import the desired vendor records.

See 'Import and Export Records' for more information.