RedTeam 15. Vendor Entities

Question 1

Wiki: Vendor: Manage Vendor Entity

What are the components of this section?

Answer 1

1. Edit a Vendor Profile
2. Add Vendor Trades
3. Add Vendor Credentials
4. Upload a Vendor Logo
5. Deactivate (Delete) a Vendor

Question 2

What type of entities are available in RedTeam?

Answer 2

The term Vendor in RedTeam refers to a subcontractor, or material provider: any company which you plan to pay for services or goods.

Entities may be added to the system with one or more labels such as Customers, Vendors, Third-Parties or Occupants.

Information about a Vendor—such as contact information, credentials, listed trades (cost codes), etc.—can be found in the Vendors Menu of RedTeam.

Question 3

How do you get to the Vendor Info?

Answer 3

Menu | Vendors | | Profile tab

Once a Vendor has been created in RedTeam, you may go back and edit the original information. Under edit profile, you may upload a company logo, update contact information, add trades, manage the Blanket Agreement, add credentials, rate the Vendor, and more.

Question 4

What are Vendor Trades and how do you add them to RedTeam?

Answer 4

Menu | Vendors | | Profile tab
endor Trades are the trade or cost codes associated with the goods and/or services offered by a specific vendor. These trades are used during the estimating/preconstruction phase when issuing Requests for Quote (RFQs) to Vendors. You may filter to identify which of the Vendors in your database provide certain services by selecting one or more cost codes when creating a Request for Quote (RFQ).

You may save multiple trades (cost codes) to a Vendor. To add trades for a Vendor, first edit the profile and add trades from the list of cost codes.

Question 5

What are Vendor Credentials?

Answer 5

In RedTeam, you can use Credentials to track any type of insurance, certification, qualification, or requirement you may want to track for any given Entity. This includes your company as the Service Provider, credentials for employees, and even Customers, but most commonly, for your Vendors (subcontractors and material providers).

Question 6

How many types of credentials are available?

Answer 6

You can create as many types of credentials as you want from the Configuration menu. If you do not have access to the Configuration section, please contact your system administrator.

Question 7

How do you check on the status of credentials?

Answer 7

RedTeam allows you to configure Commitments (subcontracts, Purchase Orders, Labor Service Agreements, etc.) to automatically check the status of Credentials assigned to the Vendor to whom you want to issue a Commitment. By configuring this, RedTeam will also automatically check the status of the Credentials again upon approving an Invoice from that Vendor for payment.