> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Facilities Vendors

> Manage contractors and service providers — category, active, and preferred filters, with certifications, work orders, and performance.

This screen lists all vendors and is available at `/fm/vendors`.

## Overview

The Vendors page loads vendors via `useVendorList` and supports pull-to-refresh on mobile via `MobilePullToRefresh`. Users can search by text, filter by **Category** (using `VENDOR_CATEGORY_LABELS`), filter by **Status** (active/inactive), and filter by **Preferred** status (preferred/not preferred). The `VendorTable` renders the list. An **Add Vendor** button opens `VendorFormDialog`.

Note: The route `/fm/vendors/new` is not defined in `fm.tsx` and does not render any screen. Vendor creation is performed via the `VendorFormDialog` opened by the **Add Vendor** button on this page.

## Who it's for

Requires permission `fm.dashboard.view`. Adding vendors requires `fm.vendors.create`.

## Before you start

* Hold `fm.dashboard.view` and, for creating vendors, `fm.vendors.create`.

## Finding a vendor

1. Navigate to `/fm/vendors` via the FM sidebar or the Active Vendors stat card on the dashboard.
2. Use the search bar and the Category, Status, and Preferred dropdowns to narrow the list.
3. Click **Add Vendor** to open the vendor creation dialog; fill in the vendor name, category, contact information, and payment terms.
4. Click any vendor row to navigate to `/fm/vendors/:id`.

* **Preferred vendor** — vendors flagged as preferred surface in the preferred filter and may be prioritized in work order assignment (confirm with SME).
* **is\_active** — inactive vendors do not appear in work order vendor selection (confirm with SME).

## Viewing a vendor

The Vendor Detail page (`/fm/vendors/:id`) loads a vendor by ID via `useVendorDetail`. The header displays vendor name, category badge, and status badges (active, approved, preferred). A two-column grid shows **Contact Information** (contact name, phone, email, address, masked tax ID, payment terms) and a **Vendor Performance Widget**. Below are cards for **Certifications** (with add, renew, and delete actions) and **Work Orders** associated with this vendor. The **Approve** button is shown for active, unapproved vendors; the **Deactivate** button is shown for active vendors. Both require confirmation dialogs.

Requires `fm.dashboard.view`. Editing vendors requires `fm.vendors.edit`; approving or deactivating may require additional permissions — confirm with SME.

Before you start: the vendor must exist and not have been deleted.

1. From the Vendors list, click any row to navigate to `/fm/vendors/:id`.
2. Check name, phone, email, address, tax ID (masked), and payment terms.
3. The Vendor Performance Widget surfaces performance metrics (confirm with SME what metrics are shown).
4. If the vendor is active but unapproved, click **Approve** to mark them approved.
5. Click **Add** in the Certifications card to add a new certification, or use **Renew** / **Delete** actions per certification.
6. Scroll to the Work Orders card to see work orders linked to this vendor.
7. Click **Edit** to open the vendor edit dialog.
8. Click **Deactivate** and confirm in the dialog to mark the vendor inactive.

* **Tax ID masking** — `maskTaxId(vendor.tax_id, vendor.tax_id_type)` is applied before display; raw tax ID is never shown in plaintext.
* **Certifications** — each certification has an expiration that can be tracked and renewed.
* **Payment terms** — displayed as `{payment_terms_days} days`.

## Related

<Columns cols={2}>
  <Card title="Facilities & Inventory" icon="warehouse" href="/fm/overview">
    Facilities & Inventory core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fm.tsx
  * src/cores/fm/pages/VendorsPage.tsx
  * src/cores/fm/pages/VendorDetailPage.tsx
</Accordion>