A Vendor is a person or company that provides goods or services to your company or to your customers. A Vendor can also be a manufacturer or a re-seller.

How to use

You may input new Vendors from theVendors module. This will require you to enter Vendor details manually. To create a new Vendor manually in Second CRM, follow the steps below:

  1. Go to All > Product & Service > Vendors at the navigation area.
  2. Click on the + Add Vendor button as shown below:


    Once you have clicked the button, your screen should appear just like the figure below:


  3. Enter Vendor information. Fields marked with an asterisk [ * ] are mandatory.
  4. Once done, click the Save button to transfer your data to your Second CRM database.

To View Vendor details information:

  1. Click on the Vendor's name and your screen should appear just like below:


  2. The right side tab will display a view of the relations of the Vendors module with other modules, and maintains a log of the Vendor’s complete history in Second CRM.

You can perform the following operations by clicking on the Actions drop down button in list view:
  • Select Edit to modify selected record(s).
  • Select Delete to delete selected record(s).
  • Select Send Email to send out emails to selected Vendors.
  • Select Import or Export to Import or Export a list of Vendors.
  • Select Find Duplicates to find duplicate record(s).

List of operations you can perform on detail view of a Vendor record:
  • Click Edit to modify existing content.
  • Click Send Email to send an email to the vendor.
  • Click More > Delete to delete the record.
  • Click More > Duplicate to clone the record.
  • Click More > Create Purchase Order to create a new Purchase Order record by having vendor details automatically populated in it.

Related Record

Table: Related Module at Vendor

Updates Displays history of modifications to the Vendor record.
Products To view the Products associated with the Vendor.
Purchase Order To view the Purchase Orders associated with the Vendor.
Contacts To view the Contacts associated with the Vendor.
Emails To view the emails sent to the Vendor.

Second CRM is an award winning business automation solution, designed to make medium to large corporations more productive, by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.