/
Vendor Details View

Vendor Details View

The Vendor Details View provides a complete and consolidated overview of a vendor. From this page, Vendor Administrators can review key metrics, access detailed information, manage related contracts, and track activity such as comments and history.

 

1. Vendor Summary Cards

At the top of the page, summary cards provide a quick snapshot of the vendor’s current status and financial overview.

These cards display:

  • Number of Contracts associated with the vendor

  • Vendor State (Active or Inactive), automatically calculated based on contract statuses

  • Next Payment Related to the Vendor, if any upcoming payment exists

  • Paid Amounts, showing the amount already paid compared to the total contractual amount

This section allows you to immediately understand the vendor’s engagement level and financial situation.

2. Vendor Details Tab

The Details tab displays the main descriptive and operational information related to the vendor.

Typical information includes:

  • ID

  • Created By

  • Created On

  • Service Type

  • Criticality Tier

  • Vendor Manager

  • Country, State, and City

  • Current Vendor Status

This tab serves as the single source of truth for vendor metadata.

3. Contracts Tab (Vendor Contracts)

The Contracts tab lists all contracts associated with the selected vendor.

From this tab, you can:

  • View all related contracts in a structured table

  • Review key contract information such as:

    • Contract name

    • Start date and end date

    • Total amount

    • Paid amount

    • Contract state (Draft, Active, Expired)

 

Contract Actions from Vendor View

Each contract row includes an Actions menu, accessible via the three-dot icon.

Available actions include:

  • View: Open the contract details page

  • Edit: Modify contract information

  • Delete: Remove the contract (if permitted)

This allows quick contract management without leaving the vendor context.

4 & 5. Activity Section: Comments & History

At the bottom of the page, the Activity section enables collaboration and traceability.

It contains two tabs:

  • Comments:
    Add comments related to the vendor. You can mention users using @username to notify them.

  • History:
    View a detailed audit trail showing all changes made to the vendor and who performed each action.

This ensures transparency and accountability across vendor management activities.

6. Vendor Actions Menu

In the top-right corner of the page, the Actions menu provides vendor-level operations.

From this menu, Vendor Administrators can:

  • Edit the vendor

  • Get Link of the vendor page

  • Delete the vendor

These actions apply to the vendor entity itself, not to individual contracts.

Key Takeaway

The Vendor Details View centralizes vendor information, related contracts, and activity tracking in a single interface. It enables Vendor Administrators to manage vendors efficiently while maintaining full visibility, collaboration, and auditability.