.Vendors v2019.5

The 'Vendors' Grid provides Users with a convenient list of Vendors whose services are critical or relevant to the operation of the User's organization.

Examples of items on this list could range from 'Apple' if the organization supplies its employees with iPhones to 'Verizon' whose Backbone service might connect the organization's network infrastructure. In any case, the items on the Vendors Grid exist to make the User's job easier.

Vendor tabs

The tabs that are associated with the Vendor are Address, Contact, Attachments, and User Defined Fields.

Adding a New Vendor

Navigate to the People: Vendors Grid by selecting the People icon in the 'Main' tab and clicking the node labeled 'Vendors'.

Click the 'Add' button located immediately above the Grid.

In the Vendor data entry form, the User is prompted to define the basic contact information for the new Vendor. Required fields include the Vendor 'Name', 'Address', and 'Status'. Keep in mind that if the User sets the 'Status' as 'Inactive', the new Vendor will not appear when selecting a Vendor elsewhere in the application.

The 'Blanket PO#' field  will allow User to use a single Blanket PO from a Vendor. If an organization uses a Blanket PO with a Vendor that data can be entered into this field. Whatever is entered into this field will be added to a Purchase Order  using the functionality described on the Purchase Order.

If the User would prefer to select an existing address rather than input a new one, Users can click the 'Look Up Address' icon which allows Users to select an existing address from the list of existing addresses.

Once all required fields have been fulfilled, click the 'Save New' button at the bottom of the Vendor Data Entry window. The new Vendor appears as an item on the original People: Vendors Grid.

Editing Vendors

Users can edit existing items on the People: Vendors Grid by double-clicking the item or highlighting it and clicking the 'Edit Selected' button immediately above the Grid. This action opens the Vendor's Data Entry window. Edits can be made and saved at this point.