Managing Vendor Entity Assignments
Managing a Vendor Entity can be easily done by following these few simple steps:
This article applies to + Professional and + Enterprise.
A Vendor is only selectable as a contact for Assets, Purchase Orders, or Work Orders if they are active, assigned to the same Entity, and have the right to be assigned.
1. Create a new Vendor or open an already existing Vendor.
If creating a new Vendor, all required fields must be filled in and then saved before you can proceed to Step 2.
To learn how to Delete an Entity, go to Step 4.
2. Click on the Entities tab.
3. Use the drop-down menu entitled Entity to select which location you want to choose then click on Add Entity. Once you have finished this step, you have successfully added a Entity to your Vendor and are ready to proceed.
4. To Delete an Entity that has previously been added, click on the Delete button on the right-hand side of the screen. Once you have finished this step, you have successfully Deleted an Entity from your Vendor and are ready to proceed.