Managing Vendors

In this article

Accessing Vendors

Adding a Vendor

Editing a Vendor

Viewing Vendor Details

Accessing Vendors

  1. From the Home page, select Vendors under My Company.

Adding a Vendor

You can quickly add Vendors when adding new Contracts. To learn more, see our help doc Adding Contracts

  1. Click Add Vendor.
  2. Enter the vendor name in the Vendor field. As you type, Pivott will show suggestions from the Vendor Directory.
  3. If you see the correct Vendor, click their name and Pivott will auto-complete the fields.

  1. If the vendor is not listed, enter the details in the fields provided.
  2. Select a Department.
  3. Optionally, add a Legal Name, Third Party ID, Contract Owner(s), Labels, or Notes to improve future searches.
  4. Click Save Vendor.

Editing a Vendor

  1. From the Vendors page, locate the vendor you want to edit and click the edit icon.
  2. Make your changes and click Save Vendor.

Viewing Vendor Details

  1. From the Vendors page, click the Vendor you'd like to view.
  2. You'll see information about the Vendor like compliance status, associated department, contact information, etc.
  3. You can also view associated Contracts, Properties, Reminders, Compliance, Products & Services, Rate Card and People. Click the relevant tab to view associations, and click on each item for more details.