Our Vendor Manager tool gives your company the ability to store contacts, record service areas and keep up to date with vendor compliance in the one app. In Crunchwork, we define vendors as businesses that you connect with as part of the supply chain in order to progress projects (i.e. trades or sub-contractors).

To create a new vendor manager profile, use the panel on the left-hand side of the screen to select "Create New Vendor".

You must fill all required fields in the "Vendor Details" section before going on to create contacts, upload attachments or add locations. You must also ensure you've uploaded a company logo for your vendor.

The zones selected signify what purchase orders are able to be issued to the vendor. The vendor will not be an available selection on a purchase order for a zone not listed in their vendor profile.

Simply scroll to the 'Zones' dropdown, and select all zones that this Vendor would service.

You can add trade categories to assist you with more in-depth reporting and custom business workflows. Read more, here

The categories available can also be accessed in Catalog when creating line items. You may also use the plus button to add a new category if you need to add a new one.

So, when you are issuing purchase orders from the Job Schedule page, Vendors will be filtered by category as well as top rating.

You can now add a Rating to each Vendor (out of 5 stars) to assist you with highlighting which are the most reliable or have the best reputation.

Users can also search for Vendors, and filter by star rating:

The below is how 'Rating' will be displayed when search for Vendor's:

As mentioned earlier, when issuing purchase orders from the Job Schedule page, Vendors will be filtered by category as well as top rating.

Teams should be created via Admin Portal first, so if you haven't done this yet, please head over to our Teams article.

The internal team should include all users that are required to be able to utilise this vendor for purchase orders.

Th external team should include all external users that are required to be able to utilise this vendor for purchase orders.

When you've filled all required fields and uploaded the vendor logo, use the "Create" button in the top right-hand corner of the page to create and save your work.

Users can now specify the Job Types that this Vendor can perform. These Vendors will be available for selection when issuing PO's and Invoices within the selected Job Types.

Creating contacts and locations will be made available once you've completed the initial set-up of your vendor.
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Once you create a new contact, it will appear in the list available. If you don't see the contact created, try refreshing your page.

You can also assign each contact to a location if there are multiple branches or locations serviced by your vendor.

Make sure that you enter an address with a postcode when adding a location, as this will help identify the best vendors per project.

You will notice date fields relating to vendor compliance documentation. They are used to remind users if a Vendor's compliance expiry is coming up. The fields available are as follows:

Users will also be prompted to fill out the related insurer, and policy. See screenshot below:

To edit a vendor profile, you can either use the panel on the left-hand side of the screen to search for a specific vendor, or you can scroll through the vendor list on the right-hand side.

Once you have located the vendor profile you wish to edit, click on the 'Edit' button, under 'Actions'.

This will open the specific vendor profile - you can then proceed to edit any of the fields.

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Once you have made your changes, don't forget to hit "Save" - it's in the top right-hand corner of your page.

To disable a vendor profile (i.e. to prevent the vendor from being sent Purchase Orders), you can either use the panel on the left-hand side of the screen to search for a specific vendor, or you can scroll through the vendor list on the right-hand side.

Once you have located the vendor profile you wish to edit, click on the 'Edit' button, under 'Actions'.

This will open the specific vendor profile - to disable the vendor, adjust the 'Active' and 'Compliance' fields to 'No'.

Once you have made your changes, don't forget to hit "Save" - it's in the top right-hand corner of your page.

The vendor will now show as disabled in the vendor list, and will not be an option for users when sending Purchase Orders.

Note - A vendor can be enabled at any time by marking 'Active' and 'Compliance' as 'Yes'.