Vendors

Overview

The Vendors module stores service providers used by the HOA. Vendors can be linked to maintenance requests and financial transactions.

Vendor records help the board track contacts, preferred providers, spending history, and assigned maintenance work.

---

Vendor List

The list page includes:

• Vendor count
• Add vendor action
• CSV import
• CSV export
• Deleted vendor view
• Restore controls in deleted view

Vendors are ordered by name.

---

Vendor Fields

A vendor record includes:

• Name
• Category
• Contact name
• Email
• Phone
• Website
• Notes
• Preferred vendor flag

Use categories consistently so maintenance and financial review stay easier.

---

Importing Vendors

CSV import behavior:

• Existing vendor names are compared case-insensitively.
• Duplicate names are skipped.
• Imported records can include category, contact, email, phone, website, notes, and preferred flag.
• Import results show imported and skipped counts.
• Imports are logged to the audit trail.

---

Vendor Detail

Vendor detail can show:

• Contact information
• Notes
• Preferred status
• Related maintenance requests
• Related financial transactions
• Edit and delete actions

Financial transactions linked to a vendor refresh that vendor's detail page.

---

Maintenance Assignment

Maintenance requests can be assigned to vendors. Assignment stores the vendor ID on the request, changes the request to assigned, records assignment time, and notifies the resident when applicable.

Keep vendor records current so assigned request pages show correct contact details.

---

Delete and Restore

Vendor delete uses soft delete. Deleted vendors are hidden from the default list but can be restored.

Deleting a vendor does not erase historical transactions or maintenance records. It hides the vendor from active selection and list views.

---

Exports

The vendor CSV export is useful for:

• Offline contact lists
• Insurance or compliance records
• Vendor review meetings
• Backup documentation