(2024.1) Workers/Contacts - Vendor Tab

Vendor

Open

Vendor tab

The 'Vendor' tab is another way to add a Vendor to a Contact and visa versa. When a Vendor is added here, that Vendor becomes associated with the Contact so that the Contact will appear in that Vendors 'Contact' tab.

Add New Vendor

This will add a Vendor to the Vendors grid. To add a Vendor follow these steps:

1. Click the  button.

2. This will open the 'Add New Vendor' form
   
   

   Open

   

   Add New Vendor form

3. Fill in the 'Name' of the Vendor along with the Address.

4. When all desired information is entered, click  button.

The new Vendor will be added to the Vendor grid and will be able to have 'Vendor Details' entered.

Add Existing Vendor

1. To use a Vendor that was previously set up, click the  button.

2. This will open the 'Add Existing Vendor' form.

Delete Selected

To remove a Vendor association from a given Contact just select the Vendor to remove and click the  button. This will only remove the Vendor association and not any Vendors from the Vendors grid.