A fire protection company depends on a short list of suppliers, distributors and subcontractors, and the phone number that matters is usually in one person's contacts. The Directory puts the vendor, its address, its people and their numbers where the whole office can find them.
Vendors
Open VendorsWho it is for
Purchasing, the office manager, and anyone who has to order a part or book a subcontractor.
Without it
The vendor's account number is on an old invoice, the rep's mobile is in someone's phone, and the address is looked up every time. When that person is out, the order waits.
What it shows
The vendor grid: search by vendor name, city, contact or phone, a State filter, and columns for Vendor, City, State, Phone, Email, Primary Contact, Contacts and Actions. New Vendor is a modal with name, account number, address with autocomplete, city, state, zip, phone, email, website and notes. Opening a vendor shows its record: cards for Contacts, Primary Contact, Location and Added, a Vendor Details card, a map card once the address has been geocoded, and the contact list. The Contacts page lists Name, Title, Email, Phone, Mobile and a Primary flag, with a New Contact modal for first name, last name, title, email, phone, mobile and notes.
What it is worth
- The number is on the record, not in a pocket. Every contact, with a Primary flagged, visible to the whole office.
- Account number at hand. It is on the vendor, so an order does not start with a search through old invoices.
- Search the way you remember it. By the rep's name or their phone number, not only by company.
- See where they are. The map card appears as soon as the address is geocoded.
Pays for itself the first order placed while the person who "knows the vendor" is on vacation.
Where to go next
- Vendors Without Contacts on the Resource Dashboard is the list of records to complete.
- Supplier price lists and catalogs are not here; they live under Admin › Catalogs, and a concierge request under Home › Support can load one for you.
- Vendor documents, such as W-9s or certificates of insurance, can be kept in File Storage.
Good to know
- A directory, not purchasing. There are no purchase orders or payables here; the module holds who the vendors are and how to reach them.
- One primary contact. The Primary flag is what the grid's Primary Contact column and the vendor record's card show.
- Address autocomplete is US-only. Addresses resolve against United States places, by design.
- The map needs a geocoded address. The map card shows only once the address has been resolved to coordinates.