Vendors Module

The "Vendors" module is used to standardize vendor names (brand names) that may be written differently in your catalog and on contractor websites. Its main purpose is to ensure that the vendor names specified in the technical specification (TS) are correctly loaded into the account vocabulary. This module also serves as a guide for both the system and you: it defines which vendor names are considered equivalents and can be matched with each other.

Module overview

To start processing vendors, open the menu → Data → Matching → Vendors.

This module is used to group vendor names into vendor groups.

The module contains the following columns:

• Group - the name of the vendor group. When combining several vendor names, it is better to include all differing elements in the name, for example: Hewlett-Packard Enterprise, HPEnterprise.
• Vendor - the vendor name..
• Present in - shows where this vendor name is present: on the client side (catalog), or on the contractor side (vocabulary).
• State - the vendor name status. It can be New, Processed, or Postponed.

Processing vendor aliases

• Hotkeys can be used to process vendor names:

• When searching for vendor names, the "Ignore filter" checkbox is enabled automatically. This allows you to see all variants that contain the entered text, regardless of case:

• To find several variants at once, enter them separated by a comma and a space, for example: hewlett, hp :

• Once all variants that need to be combined have been found, select these rows by holding Ctrl (or Cmd on Mac), and press Alt+3, or use the "Change" → "Process" button:

• If you are sure that this vendor name does not need to be combined with anything else, press Alt+3, and it will immediately get the Processed status without opening an additional window. If two or more vendor names are being processed, a dialog window will open. In it, specify the group name and click "Process":

Creating vendor aliases

Why is this needed?

So that all spelling variants of the same vendor name from the technical specification (TS) are correctly added to your account..

For example:

The TS and vendor name rules specify "Samsung", but on the contractor website the vendor is listed as "Samsung Electronics". As a result, this vendor name will not be added to your account. To avoid such situations, vendor aliases are created.

What needs to be done:

1. Click the "Create" button in the "Vendors" module.
2. A dialog window will open. Fill in the Group field and add the alias name by entering it in the Vendor field.
3. Click the "Save" button.

How to add several vendor name spelling variants to one group

Suppose the TS specifies the vendor "Hewlett-Packard Enterprise", but different spelling variants are found on contractor websites. To ensure that the system correctly recognizes all these variants as one vendor, they need to be combined into a group.

If several vendor name spelling variants need to be added to a group at once:

1. Click the "+" button in the vendor creation window:

2. In the field that appears, enter all spelling variants separated by a comma and a space:

3. Click "Add" to save all variants as part of one vendor group. The system will now recognize all specified variants, even if their spelling differs:

4. Click "Save" to save the group.

This processing procedure must be completed for all records so that the system can correctly match vendor names.

This allows processing of this vendor to be postponed until the details are clarified, without losing data or risking an incorrect match.

Updated on: 22/05/2026