How to View the Vendor Details in CRM

Overview:

This article explains how to locate and view vendor information in X4A CRM. By accessing the Vendor Details page, associates can review vendor-specific information, navigate available tabs, and access relevant records needed to support sales and business activities.

Purpose:

Use this procedure to:

• Search for a specific vendor in CRM.

• Access the Vendor Details page.

• Review vendor information and available records.

• Locate details required for sales and operational processes.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Tip: You can also access Xvantage for Associates directly from My Apps.

3. In X4A, hover over the left navigation menu and select Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM left navigation menu, navigate to Sales > Vendors.

6. The Active Master Vendors view opens by default.

7. Locate the required vendor using:

   • Filter By, or

   • Quick Find

8. Select the Vendor Name hyperlink to open the record.

9. The Vendor Details page opens. Use the available tabs to view the information you need.

Expected Result:

✅ The Vendor Details page is displayed.
✅ Vendor information can be viewed and reviewed.
✅ Relevant vendor records can be accessed through the available tabs.