Vendors in the system are for outsourced purchases and work. Default mark up tables can be set for each vendor to calculate by default when the vendor is added to an order.
Adding Default Billing Address
1. From the Vendor edit page, select {Locations} on the right-hand side of screen
to auto scroll to Locations section.
2. Complete fields for Default Billing.
Field | Description |
Address Name | Enter Address Name. |
Address | Enter street Address. |
City | Enter City. |
Region | Select a Region from the drop-down menu. Select the [+] button to create a new region. Note: These options can be modified. (See Locations - Regions ) |
Country | Select a Country from the drop-down menu. Select the [+] button to create a new country. Note: These options can be modified. (See Locations - Country) |
Zip/Postal Code | Enter Zip/Postal Code. |
3. Select {Save}. A results window will pop-up to indicate the location section saved successfully.
Default Shipping
The Default Shipping address can be entered just below the Default Billing address. The steps for completing the address fields are the same as those for Default Billing. It can also be set to Same as Billing address by checking the box to the right of Default Shipping.
Adding Additional Locations
Step Action
1. From the Vendor edit page, select {Locations} on the right-hand side of screen
to auto scroll to Locations section.
2. Select {Add} under Additional Locations. A New Location modal
window will open.
3. Complete fields for the New Location.
Field | Description |
Saved Locations | A saved location can be selected from the drop-down. |
Address Name | Enter Address Name. |
Address | Enter street Address. |
City | Enter City. |
Region | Select a Region from the drop-down menu. Select the [+] button to create a new region. Note: These options can be modified. (See Locations - Regions ) |
Country | Select a Country from the drop-down menu. Select the [+] button to create a new country. Note: These options can be modified. (See Locations - Country) |
Zip/Postal Code | Enter Zip/Postal Code. |
4. Select {Save}. A results window will pop-up to indicate the additional location
saved successfully.
Editing Vendor Locations
Editing Default Billing or Default Shipping Location
Step Action
1. Make required changes to fields under default billing or shipping
address.
2. Select {Save}. A results window will pop-up to indicate the location updated successfully.
Editing Additional Locations
Step Action
1. From the Vendor edit page, select {Locations} on the right-hand side of screen
to auto scroll to Locations section.
2. Hover mouse over the name of address to be edited under Additional
Locations and select the pencil icon that appears.
A modal Edit Location window will open.
3. Make required changes to address.
4. Select {Save}. A results window will pop-up to indicate the location updated successfully.
Deleting Vendor Locations
Deleting Default Billing or Default Shipping Location
Step Action
1. Scroll to Default Billing or Default Shipping section under Locations
and remove all information under the corresponding section.
2. Select {Save}. A results window will pop-up to indicate the location updated successfully.
Deleting Additional Locations
Step Action
1. Hover mouse over the name of address to be deleted under Additional
Locations and select the X icon will appear on the right-hand side.
2. Select {Delete}. A window will pop-up to confirm selected items to be
deleted.
3. Select {OK} to delete selected items. A results window will pop-up to indicate the additional
location deleted successfully.