Vendor Registration
Vendors are entities the contractor deals with to purchase materials, machines, or obtain services. All vendors must be registered in the system before any procurement activity can begin.
Vendor registration is a prerequisite for all procurement activities. Vendors must be registered before circulating RFQs, collecting offers, and creating Purchase Orders or Work Orders.
Vendor Types
JobNext supports multiple vendor categories to cover all types of procurement relationships:
| Vendor Type | Description | Used For |
|---|---|---|
| Material Suppliers | Vendors who supply construction materials such as cement, steel, aggregates, electrical items, and plumbing materials | Material RFQs, Purchase Orders, MRNs |
| Equipment Vendors | Vendors who supply or rent machinery, equipment, and capital assets | Capital POs, Equipment procurement |
| Service Providers | Vendors providing professional or technical services such as testing, consulting, or logistics | Service POs, Quick Orders |
| Subcontractors | Vendors who execute specific work items on behalf of the contractor | Work Requisitions, RFPs, Work Orders |
Registration Fields
The vendor master record captures comprehensive information for procurement, compliance, and payment purposes:
Company Details
| Field | Required | Description |
|---|---|---|
| Vendor Name | Required | Legal name of the vendor company or individual |
| Vendor Code | Required | Unique identifier, auto-generated or manually assigned |
| Vendor Type | Required | Category of vendor (Material Supplier, Equipment, Service, Subcontractor) |
| Contact Person | Optional | Primary contact person at the vendor organization |
| Phone / Mobile | Optional | Contact telephone numbers |
| Optional | Email address for correspondence and RFQ circulation | |
| Address | Optional | Registered office or business address |
Tax Registration
| Field | Required | Description |
|---|---|---|
| GSTIN | Optional | Goods and Services Tax Identification Number |
| PAN | Optional | Permanent Account Number for income tax purposes |
| TAN | Optional | Tax Deduction Account Number (for TDS applicability) |
| MSME Registration | Optional | Micro, Small, and Medium Enterprise registration number if applicable |
Bank Details
| Field | Required | Description |
|---|---|---|
| Bank Name | Optional | Name of the vendor's bank |
| Account Number | Optional | Vendor's bank account number for payment processing |
| IFSC Code | Optional | Indian Financial System Code for electronic fund transfers |
| Branch | Optional | Bank branch name and location |
Complete and accurate bank details enable smooth payment processing. Ensure bank details are verified before making the first payment to a vendor to avoid payment failures or misdirected funds.
Vendor Portal Access
JobNext provides a vendor portal that allows vendors to interact with the system directly. When enabled, vendors can:
- View RFQs — Access quotation requests sent to them
- Submit Offers — Enter their quotations directly into the system
- View Purchase Orders — Access approved POs issued to them
- Track Payments — View payment status and history
Setting Up Portal Access
- Enable Portal Access In the vendor record, enable the portal access option. This activates the vendor's ability to log into the JobNext vendor portal.
- Configure Credentials Set up login credentials for the vendor, typically using their registered email address as the username. An invitation email can be sent to the vendor with instructions.
- Define Access Permissions Configure what the vendor can view and do in the portal based on your organization's requirements.
Best Practices
- Register vendors early — Complete vendor registration before starting procurement to avoid delays in the RFQ process
- Verify tax details — Ensure GSTIN and PAN are accurate to prevent tax compliance issues
- Keep records current — Update vendor contact details, bank information, and tax registrations whenever they change
- Categorize properly — Assign the correct vendor type to enable proper filtering and reporting
- Enable portal access — For regular vendors, enabling portal access streamlines the quotation and order process