You can view and manage your current and lead vendors from Business Relationships views in the main Workbench.
You can perform following actions:
- View leads and current vendors
- Convert leads to current vendors
- Disable/enable vendors: for e.g. if you’re not collaborating for job requirements with a vendor, you can disable it temporarily.
Delete vendors: You can also permanently remove vendors from Talenture RS. This is controlled via permissions configured by the administrative user.
Common Tasks
- View list of all existing vendors
- Convert a lead to a current vendor
- Disabling a vendor
- Deleting a vendor
1. View list of all existing vendors
- In main Workbench, expand 'Business Relationships' data folder, expand 'Vendors' under it and click on 'Leads' or 'Current'.
- The list of vendors will be displayed in the right-pane.
2. Convert a lead to a current vendor
- In main Workbench, expand 'Business Relationships' data folder, expand 'Vendors' under it and click on 'Leads'.
- In the list of vendors in the right-pane click on the vendor to convert. The detail page of the vendor will come up.
- Click on the 'Type' drop-down and select 'Current'.
- Click on 'Update' to save the changes.
3. Disabling a vendor
- In main Workbench, expand 'Business Relationships' data folder, expand 'Vendors' under it and click on 'Leads' or 'Current'.
- In the list of vendors in the right-pane click on the vendor to disable. The detail page of the vendor will come up.
- Click on the 'Status' drop-down and select 'Disabled'.
- Click on 'Update' to save the changes.
4. Deleting a vendor
- In main Workbench, expand 'Business Relationships' data folder, expand 'Vendors' under it and click on 'Leads' or 'Current'.
- In the list of vendors in the right-pane tick next to the vendor to delete.
- Point to the 'Edit' menu and select 'Delete'.
- Click 'OK' to confirm.
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