OmniFleet
Administration

Vendor Management

Keeping a record of the companies that supply your devices and services.

What is Vendor Management?

Vendor Management is your address book for all the external companies you work with for your fleet. This is where you keep a record of the businesses that sell you tracking devices, provide maintenance services, or supply other equipment.

Why is it Useful?

Maintaining a clean list of vendors is important for procurement and support.

  • Centralized Contact Info: When a tracking device malfunctions, you can quickly look up the vendor's contact information to initiate a support request.
  • Procurement: When it's time to buy new devices, you have a ready-made list of approved suppliers.
  • Organization: It allows you to neatly categorize your devices and services by the company that supplied them. When you register a new device, you will select its vendor from the list you create here.

The Vendor Management Page

Path: /vendors

This page lists all the vendors you have added to the system, along with their contact details.


How to Manage Vendors

Adding a New Vendor

  1. Navigate to the Vendor List page.
  2. Click the + Add Vendor button.
  3. Fill in the vendor's details.

Prop

Type

  1. Click Create Vendor to save.

Updating a Vendor's Information

  1. From the vendor list, find the vendor you wish to modify.
  2. Click the icon for that row.
  3. Select Edit .
  4. Modify the contact details as needed.
  5. Click Submit to save your changes.

Deleting a Vendor

If you no longer do business with a vendor, you can remove them.

  1. Find the vendor in the list.
  2. Click the icon.
  3. Select Delete .
  4. Confirm the action. Note: You may not be able to delete a vendor if they are still associated with active devices in your inventory.