Details about this thread
  • State Not Answered
  • Replies 2 replies
  • Subscribers 313 subscribers
  • Views 593 views
  • Users 0 members are here
Related content from around SugarClub

Module for vendor management

Jessica Linstrot

Does anyone use one of the existing modules for vendor management?  I'm looking for a way to have vendor (account) records, then a way to enter various rates related to a specific vendor.

Parents
  • 0

    Hi Jessica,

    Our approach was to use the existing Sugar structure.  A drop-down field was added with a "Vendor" option to separate Vendors from other account types.  A "Purchasing" Team was created to allow access to specific users.  Contact Records are tied to those accounts, other modules have fields added, and BPM is used to create vendor specific processes. 

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

Reply
  • 0

    Hi Jessica,

    Our approach was to use the existing Sugar structure.  A drop-down field was added with a "Vendor" option to separate Vendors from other account types.  A "Purchasing" Team was created to allow access to specific users.  Contact Records are tied to those accounts, other modules have fields added, and BPM is used to create vendor specific processes. 

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

Children