Add Vendor
Adding a new vendor can be done on the ‘Partner’ page (Administration →Partner). Marking the checkbox ‘Vendor’ in the blue panel at the bottom of the page and clicking the button Add Partner will open the ‘Vendor Detail’ page.
Information on the Vendor Detail page is considered ‘Public Data’ and can only be changed by the creating party.
Account Detail (‘Administration’ → ‘Partner’→ ‘Account’)
| Legal Name | Legal name of the account. It’s also displayed in the name field on the ‘Account Profile’, ‘Additional Info’, ‘Acct Ref’, ‘Account Contact Details’, ‘Policy’, ‘Services’ and ‘FAQ’ page. |
| Code | This code is the RedSky ID of the account. This number is automatically generated when saving a new account. This code is non-editable. It’s also displayed in the code field on the ‘Account Profile’, ‘Additional Info’, ‘Acct Ref’, ‘Account Contact Details’, ‘Policy’, ‘Services’ and ‘FAQ’ page. |
| Status | This dropdown shows the status of the account. Only accounts with status: approved are in use and can be shared with other CorpId’s. To set an account to the status approved, it’s required to fill out all mandatory fields. It’s also displayed in the name field on the ‘Account Profile’, ‘Additional Info’, ‘Account Contact Details’, ‘Policy’, ‘Services’ and ‘FAQ’ page. |
| External Ref. | This field can be used to maintain a link between entities in RedSky and an external system. This can be added, after saving the Account details, on the tab Additional Info |
| Do Not Merge | When the account database was made “public”, there were a number of accounts that had been registered in multiple corpID’s. These were merged into single entries in the shared database. This flag indicates accounts were not to be merged. |
| Type | This dropdown allows the user to select the type of account. Certified Move Manager (CMM) and Decentralized Move Manager (DMM) accounts are shared with other CorpId’s. Key Global Accounts (KGA) are not shared and only in use by own CorpId. |
| Alias Name | This field allows the user to register an alias name for an account. |
| Billing Address | Address for billing purposes. E.g. address where the invoice will be send to. |
| Country | Country of billing address. |
| State | State of billing address |
| City | City of billing address. |
| Zip | Zip code of billing address. |
| Fax | Fax number of billing address. |
| Phone | Phone number of billing address. |
| Email | General email address of billing address |
It’s possible to register a mailing address besides the mandatory billing address. If both are the same it’s possible to copy the mailing address from the billing address using the Copy from billing address button.
Logo/Photographs
The second panel on the ‘Account Detail’ page is the ‘Logo/Photographs’ panel. In this panel, it’s possible to upload the account logo and three pictures. It is also possible to upload the logo for the parent account and to update it to all the related children. To upload the logo for the parent account first make the connection with the parent account. See panel Corporate Hierarchy for more information.