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Vendors

Last updated: Thu, 27 Apr 2017 19:06:26 GMT
iOFFICE Knowledge Center

Vendors

The Vendors section allows you to view and/or modify copy job vendors.

 

Note: You must have administrator privileges to perform any of these options. 

 

vendorcopyadmin.png

Figure: Vendors Screen

 

The following table describes the major sections of the screen. 

Field Description

[add vendor]

Allows you to add a vendor.

Name

Allows you to view the vendor name.

Address

Allows you to view the address of the vendor.

City

Allows you to view the city of the vendor.

State

Allows you to view the state of the vendor.

Sort Order

Allows you to view and edit the sort order of the available vendors.

Active

Displays whether or not the vendor is active.

(edit)

Allows you to edit a selected vendor.

 

Editing a Vendor

In order to edit a vendor, perform the following steps:

 

  1. From the Vendor screen (Admin>Copy>Vendor), click the (edit) link on the vendor you want to edit. The Edit Vendor screen opens. 

 

editvendorcopyadmin.png

Figure: Edit Vendor Screen

 

  1. Update any of the available fields:

  • Name

  • Address

  • City

  • State

  • Postal Code

  • Contact Name

  • Contact Phone

  • Contact Email

  • Markup Percentage

  • Notes

  • Active

 

  1. Click the Update button. Your vendor has been updated.

 

Note: If you want to cancel the Edit Vendor process, click the [back] link in the upper-right corner of the screen.

 

Adding a Vendor

In order to add a vendor, perform the following steps:

 

  1. From the Vendor screen (Admin>Copy>Vendor), click the [add a vendor] link. The Add Vendor screen opens.

 

addvendorcopyadmin.png

Figure: Add Vendor Screen

 

  1. Enter the information in the following fields:

  • Name

  • Address

  • City

  • State

  • Postal Code

  • Contact Name

  • Contact Phone

  • Contact Email

  • Markup Percentage

  • Notes

 

  1. Click the Add button. The new vendor is added. 

 

 

Related Topics

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