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 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.
 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 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.
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.
Address Type
Select Commercial or Residential from the drop-down.

   

  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.