Address Book

Navigate to the Address Book

To access the Address Book, select Admin > Address Book. The Address Book screen displays.

Add a New Vendor

To add a new vendor, perform the following steps:

1. From the Address Book screen, click the Add   icon in the lower-left corner. The Add New dialog displays. 
   
   
    

2. In the Vendor field, enter the name of the vendor. 

3. (Optional) In the Address fields, enter address information. 

4. In the Vendor Types drop-down, select the vendor types that apply and click the Add  icon.
   
   

5. Click the Contact tab to access additional fields where contact information can be entered for the vendor.
   
   
    

6. After all the information has been entered for the vendor, click the OK button to return to the Address Book screen.

7. Click Save on the Address Book screen to save the changes.

Edit a Vendor

In order to edit an available vendor, perform the following steps:

1. From the Address Book screen, click the Edit button to the right of the vendor you would like to edit. The Edit window displays, where updates can be made to the vendor as needed. 

2. Make changes to the vendor information and click the OK button. The Edit window closes.

3. Click Save on the Address Book screen to save the changes.