Vendor Services

You can now acquire and track various services of your organization such as the annual maintenance and preventive maintenance service for IT assets, infrastructure service, internet service, security, housekeeping, etc. Purchase Orders can be extended to buy services and contracts.

To add a new vendor service

Go to Admin>>Purchase/Contract Management>>Vendor Services.

On the vendor services list page, click Add New Vendor Service and fill out the relevant details.

Use to add a new service type.

Click Save.

Service attribute values such as GL code and Part No specified here will become the default values in a purchase order or purchase request.

Associating a vendor with a service

Select a service and click Vendors tab on its details page.

Add the vendor details as shown in the following screenshot and click Save.

You can add multiple vendors to a service.

Associate a service to a vendor

Go to Admin>>Asset Management>>Vendor.

Select a vendor from the list or add a new vendor using the link.

Click Services tab and then click Associate Service button on the right corner.

Fill out the relevant details and click Save.

Deleting a service

You can delete the following services and their vendor associations:

Services that are not used in any purchase order or purchase request.
Services in closed or canceled purchase orders (they will be marked inactive upon deleting).
Services in closed or canceled purchase requests (they will be marked inactive upon deleting).