Add & Remove Vendors

This concise guide is designed to assist you in efficiently navigating and controlling your organization's vendors.

To begin, click on the left sidebar button (circled below) and select the Vendor Management tab (marked by an arrow below).

going to the Vendors tab in the left sidebar

On the Vendor Management tab, proceed to add a new vendor by clicking on the Add button, as indicated by the arrow below.

the Add New Vendor button is marked with an arrow

Complete the vendor's information by selecting the appropriate options from the drop-down menus provided for Type, Service, and Risk, each containing numerous options integrated into Complico's system.

To add categories for each setting - click here.

a New Vendor page

Upon filling all mandatory boxes, click the blue 'Save' button to successfully add the vendor to the vendor list.

the New Vendor page, filled

Upon adding a vendor, you are directed to the Vendor Information tab, where you can click on 'Edit Information' to make any necessary changes about the vendor.

a Vendor's Information page

On the Evaluation tab, you can conveniently assess a vendor using a five-star rating system and include notes and recommendations.

To initiate this process, click on the Edit Evaluation button, as indicated by the arrow below.

the Edit Evaluation button is marked with an arrow

Returning to the Vendors tab, you can observe the newly added vendor now listed.

the Vendors page showing Vendors in a list

You can effortlessly filter vendors based on their risk factor or search for a specific vendor using the search bar.

The risk filter window is circled below for your reference.

the Risk filter option is circled

To return to the Vendor Management Guide hub, click here.

To return to the main guide hub, click here.