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Add a vendor

A vendor is a supplier or contractor the site works with. Vendors are used as the usual supplier of a part, on purchase orders, and as contractors on work orders.

Add vendor, Edit and Remove are shown only to Master.

Add a vendor

  1. Click Vendors on the rail.
  2. Click Add vendor.
  3. Fill in the fields described below.
  4. Click Save.

The fields are:

  • Name.
  • What they are to the site, for example "Electrical contractor" or "Bearings supplier".
  • Contact, Email, Phone, Address and Website. The email is where purchase orders and job links are sent.
  • Our account number with them.
  • Notes.
  • Active: clear it for a vendor you no longer use. Inactive vendors are not offered on new orders or jobs.

Edit or remove a vendor

Click the vendor in the list, then Edit or Remove. A removed vendor leaves the vendor list. Work orders and records that name it keep it.