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Vendors

Last updated: Thu, 27 Apr 2017 19:06:00 GMT
iOFFICE Knowledge Center

Vendors

The Vendors section allows you to add and/or modify inventory vendors.

 

Note: Vendor is noted as both vendor and supplier in the Inventory Module. They are one and the same.

 

  • Adding an Inventory Vendor

  • Editing an Inventory Vendor

  • Deleting an Inventory Supplier

Adding an Inventory Vendor (Supplier)

If you want to add an inventory vendor, perform the following steps:

  1. Click Admin>Inventory>Vendors. The Inventory Vendors screen opens.

 

Figure: Inventory Vendors Screen

 

  1. Click the [add vendor] link in the upper-right corner of the Inventory Vendors screen. The Add Inventory Supplier screen opens.

 

Figure: Add Inventory Supplier Screen

 

  1. Enter the applicable information about your vendor (e.g. Company Name, Address, etc.).  

 

Note: Make sure that if you want the inventory supplier (vendor) to be immediately available, then make sure the Active drop-down field is toggled to Yes.

 

  1. Once you have entered all of the applicable information, click the Apply button to save the changes. Click the OK button to return to the Inventory Vendors screen.

Editing an Inventory Vendor (Supplier)

If you want to edit an inventory vendor, perform the following steps:

 

  1. Click Admin>Inventory>Vendors. The Inventory Vendors screen opens.

 

_2c.png

Figure: Inventory Vendors Screen

 

  1. Click the [edit] link to the right of the vendor you want to edit. The Edit Inventory Supplier screen opens.

 

Figure: Edit Inventory Supplier Screen

 

  1. Enter any updated information about your inventory supplier and click the Apply button to save any changes.

 

  1. Click the OK button to return to the Inventory Vendors screen.

Deleting an Inventory Vendor (Supplier)

If you want to delete an inventory vendor, perform the following steps:

 

  1. Click Admin>Inventory>Vendors. The Inventory Vendors screen opens.

 

_2c.png

Figure: Inventory Vendors Screen

 

  1. Click the [edit] link to the right of the vendor you want to delete. The Edit Inventory Supplier screen opens.

 

_2c2.png

Figure: Edit Inventory Supplier Screen

 

  1. Click the Delete button. A confirmation window opens to verify you want to delete the supplier. Click Yes to continue deletion.

 

Note: This cannot be undone. Make sure that you want to delete the supplier. Otherwise, you will need to recreate it as a new supplier.

 

 

Related Topics

Administrative - Inventory Home

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