Guide to Managing Vendors in Hashio

Guide to Managing Vendors in Hashio

1. Navigate to the Procurement Tab 0:00

• Open the Hashio application.

• Locate the Procurement tab in the left-hand corner.

2. Access the Vendors Section 0:12

• Click on the Vendors section to view your Vendor List page.

3. View and Edit Vendor List 0:16

• On the Vendor List page, you can: 

  • Edit a vendor by clicking on the vendor name.

  • Delete a vendor by clicking on the Trash Can button.

4. Add a New Vendor 0:28

• Click on the option to Add a Vendor.

• Fill in the vendor details: 

  • Name (e.g., Test Vendor)

  • License number (optional)

  • Address

  • City

  • Zip code

  • Phone number

  • Email (if needed)

• Press Save to create the vendor.

5. Confirm Vendor Creation 0:47

• After saving, you will be redirected back to the Vendor page.

• Verify that the new vendor (Test Vendor) appears in the list.

6. Export Vendor List 0:57

• Click on the Export button located at the top right of the Vendor page.

• This will initiate a download of your vendor list.

7. Review Exported Vendor List 1:12

• Open the downloaded file to view your list of vendor names.

• Use this list to: 

  • Cross-reference vendors.

  • Identify vendors to remove or update.

Link to Loom

https://loom.com/share/0c52388979e2447eac4781bd09914287