There are two ways to add vendors. They can either be imported through an excel document, or added one at a time.
Step-By-Step
In the Vendor List, click > Add Vendor button
In the next screen, type in the vendor's name and click > Search icon
The screen will refresh to display any matches.
If your vendor is listed, click > Select. This will add them to your inventory
If your vendor is not listed, click > Add New Vendor button
Upon clicking Select or Add New Vendor, you will be taken to the Vendor Profile screen
The Vendor Name is the only field required to proceed. Enter the vendor's name
Click > Add button. A modal window will appear called Evaluation Workflow
Select Standard Workflow in the dropdown
If you have built out custom workflows, you can select one now
Click > Add button
The screen will refresh and the Vendor Profile will populate fully
Click > Users tab.
If you are not acting as the Relationship Owner, use the dropdown to select who will be
You can add new relationship owners using the + icon
The relationship owner will be notified that a vendor classification is waiting for them inside S2Vendor
Click > Gear and select Go to Evaluation in the dropdown
The vendor evaluation will be in the Classification stage.
