A vendor contact is a person at a supplier you deal with on purchasing documents, the named human behind the company. It is the purchase-side mirror of the customer contact: the person an order or invoice is addressed to, and whom you reach when a delivery needs chasing.
- How a contact relates to its vendor
- What a contact record holds
- How it is used on purchase documents
Where it sits
A contact belongs to exactly one vendor; a vendor can have many. It holds no documents or money of its own, it is a person attached to the supplier, surfaced wherever a document needs a named human.
Anatomy of the record
A contact carries a code, a first and last name, a designation, and contact details: phone, fax, mobile and email. You can add a photo, mark it active or not, and attach notes. It displays as the person's name with their company, so it reads sensibly in any picker.
How it behaves
On a purchase order, RFQ or invoice the contact is chosen as the attention person, and the picker is filtered to that vendor, so you only ever see the right company's people. Retiring a contact keeps past documents readable while removing them from new selection.
Good practice
- Keep designations current, since they show in pickers and on documents.
- Deactivate leavers rather than deleting, to preserve document history.
Related
- Reference: Vendor Company (the parent record)
- Reference: Customer Contact (the selling-side mirror)