Skip to main content
A vendor is assembled on this screen and nowhere else — nearly everything here is edited in place, because it all arrives by somebody typing what an agreement says. A vendor detail screen

​
Compliance first

The header leads with compliance. A vendor whose insurance has lapsed cannot be sent, and that should be the first thing anybody looking at them learns — not a detail on the ninth tab.

​
Tabs

Identity, status, type and category, and the service categories they are engaged for — three words rather than a screen, so they live here.
Who to call. Mark the primary contact and any escalation contacts, so an out-of-hours breakdown reaches somebody who can act rather than a general mailbox.
Which of your sites this vendor covers. A contractor approved for one plant is not automatically approved for another.
The skills and certifications this vendor holds. Routing uses them the same way it uses a technician’s: a job requiring a skill they do not hold will not be recommended to them.
Agreements with this vendor — warranties, AMCs, CMCs, service agreements. See contracts.
Jobs sent to them, open and historical. Read-only — work is assigned from the job, not from here.
Computed from what they actually did: response times against promise, resolution times, first-time fix, and jobs returned. Read-only, because it is derived rather than entered.
The rate card — labour rates by skill and by hours, call-out charges, travel, and the currency each is in. What their invoices should say, and what jobs sent to them are costed at.
Insurance, licences, safety accreditations and health-and-safety documents, each with an expiry. Expiring documents raise a notification ahead of time.

​
Sending work to a vendor

Assign the job to the vendor from the work order. The entitlement check runs then: if a contract covers the repair, the job is raised against it and the cost falls where the agreement says. A work order waiting on a contractor sits in Waiting for Vendor, which pauses the service-level clock. See the lifecycle.