Vendors - Vendor Contacts


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 a Vendor Contact

Step     Action

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

          section.

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  2.      Select {New} under Contacts. A new contact supplier page will open. 

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  3.      Complete the General fields for the New Contact.  

  4.      Select {Save}. A results window will pop-up to indicate the Contact saved successfully.

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  5.      Select X to close pop up results window.


Watch the Video

 
Editing a Vendor Contact

Step     Action

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

             section.

  2.      Hover mouse over the name of address to be edited under Contacts. A pencil

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


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  3.     A new contacts vendor page will open.

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  4.     Make required changes. 

  5.     Select {Save}. A results window will pop-up to indicate the Contact saved successfully.


 Watch the Video


Deleting a Vendor Contact
Step     Action

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

             section.

  2.      Select entries under Contacts to be deleted by checking boxes on the left-hand side.

          All entries can be deleted by checking box to left of {New} under Contacts

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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 selected contacts have been deleted.

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  5.      Select X to close pop up results window.