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

Associate Records from other Modules to Vendors

 

After creating a vendor, you can associate it with a Customer Relationship Management (CRM) product, purchase order or contact.

• Click 'All' > 'Vendors'

• Click the name of a vendor in the list

• Use the links in the right-hand menu to associate the vendor with a product, purchase order or contact:

You can use these links to create records in the other modules which will be linked to the vendors.

You can associate the following records with a service:

• Products - View and manage existing products associated with the vendor. Associate new products with the vendor.

• Purchase Order - View and manage existing purchase order records. Associate new purchase orders with the vendor. Email a purchase order to the vendor in pdf format.

• Contacts - View and manage existing contacts associated with the vendor.Associate a new contact with the vendor.

• Emails - Send new emails to the vendor's primary contact. View and manage previous emails sent to the vendor.

The following example explains how to associate and manage vendor purchase orders. A similar process can be followed for associating products and contacts with a vendor.

• Click 'All' > 'Vendors'

• Click on a vendor name to open its details page

• Click the 'Purchase Order' link on the right

The interface allows you to:

• Associate a new purchase order record with a vendor

• Manage associated purchase order records

Associate a new Purchase Order Records with a vendor

• Open a vendor record then click 'Purchase Order' on the right.

• Click the 'Add Purchase Order' button.

• Complete the 'Create New Purchase Order' form with as many details as are at your disposal:

• This will create the purchase order and associate it with the vendor record.

• Open the purchase order and click 'More' to:

• Email the purchase order as a pdf to the vendor primary contact

• Export the purchase order to pdf

• Delete or duplicate the purchase order
  

Manage Associated Purchase Order Records

To manage associated records:

• Click 'All' > 'Vendors' 

• Click on a vendor in the list then click 'Purchase Orders' on the right

• Place your mouse over any purchase order row

• Three record management icons will appear on the right on the row:

	View	View full details of the purchase order. See 'Purchase Orders' if you need help with any of the fields on this page.
	Edit	Make modifications or additions to the purchase order. Scroll to the bottom if you wish to change products or product pricing. See 'Purchase Orders' if you need help with any of the fields on this page.
	Delete	Deletes the purchase order. Note, this removes the purchase order record created in the purchase order module as well.

 You can associate and manage products and contacts in a similar manner.