The term Vendor in RedTeam refers to a subcontractor, material supplier, or an entity which your company pays for materials or services.
In order to add and edit Vendors, as well as Vendor contacts, credentials (insurances, etc.), trades (cost codes), and ratings, your assigned role within RedTeam must have the correct permissions. Any Vendors you add to RedTeam will be available for all users, across all projects. If you are unsure of your permissions, use the Support Log in the Account menu to send a Help Me to a System Administrator.
1. Add a New Vendor
If you have the correct permissions assigned to your user role, you can add new Vendors to your company's database in RedTeam. In RedTeam, a Vendor is any entity you plan to pay for any material or service. Entities you do not intend to pay, such as architects, engineers, inspectors, etc. should be added as Third-Parties.
Any Vendors you add to RedTeam will be available for all users, across all projects. If you are unsure of your permissions, use the Support Log in the Account menu to send a Help Me to a System Administrator.
Steps:
Click the Vendors menu, under the Companies tab on the left side of the screen.
Click the New icon (+).
Click "Add New Vendor".
Type the Vendor's company name in the available box and hit Enter to search your database for duplicate vendors.
If no matches are found, fill in the required fields to create the new Vendor.
Click "Save" at the bottom of the form
From the confirmation window, you can quickly add contacts or trades for this Vendor
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2. Add a Vendor Contact
Once a Vendor has been created in RedTeam, as shown above, you can quickly add a contact from the confirmation message that appears when the new Vendor has been saved (see Figure 4 above). In addition to this shortcut from the confirmation page, you can quickly add a Vendor contact from the Vendor's profile or by using the "+ New > Contact" shortcut tool on the RedTeam menu bar at the top of the screen.
This wiki will show you how to add a new contact to a Vendor from the Vendor's profile.
Contact Verification Requests are emails sent from you to the address you have entered for the contact, asking the recipient to review and verify or correct their contact information. Any corrections will be emailed back to the sender for approval; once approved any changes will automatically update the contact information in RedTeam. By default, the Contact Verification Request option is initially checked at the top of each new contact form and must be unchecked if you do not wish to send an email to the contact to verify their information. To change this setting for the whole company, go to the Configuration menu and click "My Company" to adjust settings.
Steps:
From the Vendors menu, use the search box or the Filter options to locate the Vendor.
Click the Vendor's company name to navigate to their profile.
Under the Contacts tab, click "+ add new Contact".
If you would like to send a Contact Verification Request (see above for info) be sure the box is checked.
Fill in the required fields with information for your contact.
Click "Save".
3. Edit or Delete a Vendor Contact
Edit a Vendor contact to update contact information, including direct and mobile phone numbers, extension, and address different from the Vendor entity, as well as to add a new role to the contact, and send contact verification requests.
Delete a Vendor contact by marking it as Inactive. In RedTeam you can mark contacts inactive but they can not be permanently deleted. Marking contacts inactive removes them from all drop down lists so that they can no longer be added to Project Teams or selected as recipients for any documents or records in RedTeam.
Steps:
From the Vendors menu, under the Companies tab on the left hand menu bar, use the search box or the Filter options to locate the Vendor.
Click the Vendor's company name to navigate to their profile.
Under the Contacts tab, click the Contact you are trying to edit or remove.
Click "Edit".
Make the changes to the Vendor contact.
To inactivate (delete) the contact, scroll to the bottom of the window and uncheck the box labeled "User Status".
Click "Save".