Managing Vendors

Accessing Vendors

1. Select Vendors under My Company.

Adding a Vendor

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.

4. If the vendor is not listed, enter the details in the fields provided.
5. Select a Department.
6. Optionally, add a Legal Name, Third Party ID, Contract Owner(s), Labels, or Notes to improve future searches.
7. 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.

Viewing Vendor Reviews

1. From the Vendors page, click the Vendor you'd like to view.
2. Click the Reviews tab.

3. You can rate the Vendor by selecting the available icons.
4. You can also write reviews, which can be viewed by other Pivott users in your company.
5. These reviews will not be shared publicly.

Troubleshooting

Can I delete a vendor?

Vendors cannot be deleted through the Pivott interface. If you have questions or need assistance, please contact us at help@pivott.io or reach out to your Pivott account manager.