Vendors

8 articles

About Vendors

This feature is used maintain a list of outside vendors, or suppliers, used in purchasing and service work orders. Information stored for vendors includes the identifying and contact details, default…

Updated by Cheryl Wallace

General tab for Vendors

This tab consists of the following fields: Address Enter the street address. Up to 100 characters. City Enter the city for this address. Up to 100 characters. Country Select the country from drop dow…

Updated by Cheryl Wallace

Notes tab for Vendors

Maintain any additional details related to the vendor. Add, edit or delete notes using the text editor. A note can be added to vendors at any stage. To do so, look up a vendor record, then enter the…

Updated by Cheryl Wallace

Purchase History tab for Vendors

This tab displays all purchasing documents for a vendor: purchase orders, inventory receipts, and vendor returns. Double-click any row to view the full document. This tab consists of the following fi…

Updated by Cheryl Wallace

Adding a Vendor

Use either of the following methods to access the Vendors page: Click Inventory in the left side menu bar and click Vendors.. Click Purchasin g in the left side menu bar and click Vendors.. Click to…

Updated by Cheryl Wallace

Looking Up a Vendor

Use either of the following methods to access the Vendors page: Click Inventory in the left side menu bar and click Vendors.. Click Purchasin g in the left side menu bar and click Vendors... Enter an…

Updated by Cheryl Wallace

Editing a Vendor

Lookup the vendor to edit using either of following methods to access the Vendors page: Click Inventory in the left side menu bar and click Vendors.. Click Purchasin g in the left side menu bar and c…

Updated by Cheryl Wallace

Deleting a Vendor

Look up the vendor under Inventory > Vendors. Click in the edit tool bar. Click OK to delete. Clicking Cancel instead of OK will cancel the delete operation. A vendor record cannot be deleted if it i…

Updated by Cheryl Wallace