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Vendors

Supplier records with categories, payment terms, bulk email and change history — the other side of your relationships.

Watch: Vendors in 90 seconds

What it does

Vendors tracks the companies you buy from: contact details, category, payment terms and tax ID, managed with the same table conventions as the rest of the CRM (search, filters, custom-field columns, change history).

The vendors tableThe vendors table

Key concepts

  • Category — a searchable taxonomy (logistics, software, facilities…) used for filtering.
  • Payment terms — Net 30/60 etc., ready for procurement workflows.
  • Status — active, inactive or on hold; disable soft-deactivates without deleting history.

Everyday moves

  1. New Vendor — name plus whatever contact details you have; payment terms, tax ID and custom fields optional.
  2. Select several vendors to bulk email them (addresses pre-filled) or add them to an email list for recurring communications.
  3. Every edit lands in the vendor's change history with who-changed-what timestamps.

Settings & permissions

Vendors moved from Procurement into the CRM group but keep procurement permissions (module:procurement:rw).

Related

  • Procurement purchase orders draw on these records.
  • Email Lists — vendor distribution lists live alongside marketing lists.

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