This content applies solely to Vendor Management, which must be purchased separately from the Appian base platform. This content was written for Appian 22.4 and may not reflect the interfaces or functionality of other Appian versions. |
The Vendor Management solution provides an easy way to register, view, and manage vendors in the system. You can see a list of your vendors by going to the Vendors tab. Here, you can see and manage your registered vendors as well as register new vendors. This page will show how to view, manage, and register vendors directly from the VENDORS tab.
In order to start viewing and applying to opportunities, a vendor must first be registered in the Vendor Management solution.
To register a vendor:
After submitting the registration form, the vendor will receive an access link to log in to Vendor Management and start viewing opportunities. After logging in, the vendor can create additional user accounts for each of their employees.
On the Vendors tab, you will see a list of all of your registered vendors, including their Name, UEI, DUNS, CAGE, Address, and Expiration Date. To see more details, click a vendor to drill down to the vendor profile summary view. The summary view will have two tabs: Summary and Users.
The Summary tab includes all of the information about the vendor that was added during registration.
The Users tab displays a list of all users under the vendor. From here, you can search for users and filter by user type and status.
From the list you will see the following information for each user:
To add a new user to a vendor profile:
Enter the following information:
The user will receive an email with sign in instructions.
You can update a vendendor profile if any details change after registration. To edit a vendor profile, click Edit Profile, and update or add to any fields.
After registering a vendor, only the Vendor Legal Name field can no longer be edited. To confirm all edits and updates to a vendor record, click Update.
Managing Vendors