Vendors - Vendor Locations


Overview

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 Vendor Locations


Adding Default Billing or Default Shipping Location

Step     Action

  1.      Select {Locations} on the right-hand side of screen to auto scroll to

          Locations section. Default Billing or Default Shipping locations can

          be entered directly in corresponding fields under each section.

 

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  2.      Complete fields for Default Billing Address or Default Shipping 

             Address.  

 

Field
 Description
Address Name
 Enter Address Name.
Address
 Enter street Address.
City
 Enter City.
Region
 Select a Region from the drop-down menu.
 Note: These options can be modified. (See Locations-Regions )

Country
 Select a Country from the drop-down menu.
 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.

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  4.      Select X to close pop up results window.


 

Adding Additional Locations 

Step     Action 

  1.      Select {Locations} on the right-hand side of screen to auto scroll to

          Locations section.

 

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  2.      Select {Add} under Additional Locations. A New Location modal window

          will open. 

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  3.      Complete fields for the New Location.  


Field
 Description
Address Name
 Enter Address Name.
Address
 Enter street Address.
City
 Enter City.
Region
 Select a Region from the drop-down menu.
 Note: These options can be modified. (See Locations-Regions )

Country
 Select a Country from the drop-down menu.
 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 location

          saved successfully.

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  5.      Select X to close pop up results window.



 

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 

         section saved. 

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  3.      Select X to close pop up results window.

 

Editing Additional Locations

Step     Action

  1.      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 

          LocationsA pencil icon will appear on the right-hand side of the name.

          Select the pencil icon.

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         A modal Edit Location window will open.

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4.      Make required changes.

5.      Select {Save}. A results window will pop up to indicate the location 

           saved successfully.

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  6.      Select X to close pop up results window.

 

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.

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  2.      Select {Save}. A results window will pop-up to indicate the location 

           section saved.

 

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  3.     Select X to close pop up results window.

 

 

Deleting Additional Locations

Step     Action

  1.      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 

          LocationsAn X icon will appear on the right-hand side of the name. 

          Select the X icon.


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  3.      Select {Delete}. A window will pop-up to confirm selected items to 

             be deleted.

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  4.      Select {OK} to delete selected items. A results window will pop-up

          to indicate the additional location has been deleted.

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  5.      Select X to close pop up results window.