Create or Edit a Vendor

The agency contact with disabled permissions views the following Vendor tab fields.

  • Details
  • Properties
  • Contacts
  • Payments

The agency contact with Vendor Management permissions creates, edits the profile details fields or creates a new vendor. You can also create or edit the Vendor page tabs including the properties, contacts, and payment information. A contact with Terms & Conditions permissions has additional access. The access includes creating and editing the Terms & Conditions tab. Centro Provided vendors are managed by Centro. Agency vendors are managed by your organization based on the permissions.

Agency contacts with Vendor Management permissions only edit Notes for Centro Provided vendors.

Vendor Page - Details: View/Edit (Centro Provided)

Create New Vendor Page (Agency)

Agency contacts with Vendor Management permissions only edit Property Minimum Spend and Notes for Centro Provided vendors.

Vendor Page - Property Details: View/Edit (Centro Provided)

 

Vendor Page - Properties: Add a new property (Agency)

 

Agency contacts with Vendor Management permissions only edit Contact Notes field for Centro Provided vendors.

Vendor Page - Contacts: Edit (Centro Provided)

Vendor Page - Contacts: Add a New Contact (Agency)

The agency contact with permissions enables an active contract or creates new Terms & Conditions. The agency informs contacts with permissions when Terms & Conditions require changes or become unavailable.

Vendor Page - Terms & Conditions (Enabled Permissions)

Agency contacts with Vendor Management permissions views the payment information for Centro Provided vendors

Vendor Page - Payment (Centro Provided)

Vendor Page - Payment: Add a New Payment(Agency)

 

New Vendor

Vendor - Details

Name

Description

Name*

Enter title of the vendor

Type* (drop menu)

Select vendor classification

  • Site-direct
  • Parent Company
  • Network
  • DSP

Corporate URL

Enter website uniform resource locator

Country (drop menu) Select vendor location
Address Enter the address of the vendor
Address (line 2) Enter additional address vendor information
City Enter the city location of the address
State (drop menu) or State/Province/Region Select the state location of the address
Zip Code or Zip/Postal Code Enter the zip code address

Phone

Extension

Enter the phone number and extension

Notes

Enter comments and inform the organization about the vendor

Create New Vendor - Details

Create New Vendor - Properties (Create New Property)

Create New Vendor - Contacts (Create contact)

 

Create New Vendor - Terms & Conditions (Create new Terms & Conditions)

Create New Vendor - Payment

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