Creating Vendors

Vendors are managed by your organization. If you have Vendor Management permissions, you can create or edit vendors.

To create or edit a vendor:

1. Go to Main Menu [] > Inventory Directory.

2. Select the Vendor tab.

   

3. Select Create new vendor.

4. Enter the Name of the vendor.

5. Enter the URL.

6. Select the Vendor Type:

   • Site-direct

   • Parent Company

   • Network

   • Rep Firm

7. Select Create to save the new vendor.

Editing Vendors

If you have Vendor Management permissions, select a vendor to edit its Properties, Contacts, Payee information, and Notes. If you have Vendor Payment Terms permissions, you can also managing this vendor's Terms & Conditions.

• See Creating New Properties to learn more about setting up vendor properties.

• See Creating a Contact for more information about adding vendor contacts.

• See Setting Vendor Terms & Conditions to learn more about creating and setting default terms for this vendor.

• See Creating and Managing Payees for more information about the Payee tab.