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To Navigate to Vendors - Vendor Contacts from Dashboard:

Step     Action 

  1.       Select {Settings} and then select {Vendors/Suppliers} under the Dockets section.

  2.       Hover the mouse over the name of a Vendor and select to open the vendor's edit page. 

            Contacts can then be set up from the edit page.


            Note: Vendor contacts can only be added to an existing vendor. To add a vendor, see 

            Vendors - Creating a New Vendor.

Adding a Vendor Contact

Step     Action

  1.       Select {New} under Contacts on the Vendor edit page. A New Vendor Contact page will open. 


  2.      Complete the General fields for the new vendor contact.   

  3.      Select {Save}.

           

Note: Once the New Vendor Contact has been created, the option to add additional contact 

fields (e.g. mobile, Facebook, LinkedIn, etc.) will become available. When adding a Facebook/Twitter/Instagram account, only the username is needed. You do not need to 

add www. or @ symbol.

e.g. Facebook account would only need to be entered as 'Username' not 'www.facebook.com/Username'


 Locations and Notes can also now be added. See Vendor/Supplier - Contact Locations and 

 Vendor/Supplier - Contact Notes.

Editing a Vendor Contact

Step     Action

  1.       Hover the mouse over the name of the address to be edited under Contacts on the Vendor view 

            page and select the pencil icon that appears.

  2.       A Vendor Contact edit page will open.

  3.       Make required changes.

  4.       Select {Save}.


Deleting a Vendor Contact
Step     Action

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

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

  2.       Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  3.       Select {OK} to delete selected items.