What is a vendor under contract?
When adding a new vendor in managemate, you can select between “no contract” and "under contract” and add any related contracts to the specific vendor when a vendor or service provider has entered into a formal agreement to provide specific services or goods to your condominium.
When you create the vendor, any important contracts outlining the terms and conditions of the services to be rendered, the duration of the contract, payment details, and other pertinent information you uploaded will now be saved with the vendor you just created, making it easily accessible and easily shared.
Select “no contract” if you do not have a contract with the vendor, or “under contract” if the vendor is under contract. The option that is selected will be green.
How to find vendors under contract
There are two ways to find your vendors under contract. You can either view the overview through the dashboard or go into the vendors list for the full view.
Finding vendors under contract through the dashboard
To find an overview of existing vendors under contract, first click the dashboard. You will find it on the bottom right-hand column, under “recently created documents”.
If you do not have any vendors under contract, this section will not appear in the dashboard.
Finding vendors under contract in the “Vendors” tab
To find your vendors under contract through the Vendors page, first click on the “Vendors” tab in the menu sidebar on the left-hand side.
In the vendors list, you can tell from a quick glance if a vendor is under contract by the “under contract” column. Vendors under contract will have a green check in that column while vendors not under contract with have a grey “x”.
If you would like to filter for all vendors under contract, click the “under contract?” filter option. A drop down will appear allowing you to click “yes” or “no”.
Editing a vendor and marking an existing vendor as “under contract”
To edit an existing vendor to mark it as “under contract” first find the specific vendor you are looking for by clicking into the “vendors” tab. You can filter vendors by key words, whether they are under contract, or vendor type to help you find the vendor you are looking for.
When you find the vendor, you want to edit, click on the name of the vendor or the “eye” icon in the right most column to go to the view mode for the vendor
Click the green “edit button” on the top right-hand side of the “vendor information” section.
Select “under contract” to mark the vendor under contract. The button will turn green on the side you select.
Press “save” to confirm the change.