Add, Edit, or Delete Vendors
You can add, delete, or update information about vendors. The vendors are used when you set up Agreeement for specific assets.
- Navigate to Admin > Assets > Vendors.
All available vendors for existing assets display.
Search
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Quick Search- To search for a vendor, use the Quick Search function.
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Add Searchs - You can also save and edit frequently used searches by clicking the Edit Searches or Add Searches button.
Add a Vendor
You can add a new vendor.
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To add a new vendor, click the Add
icon at the bottom of the list.
The Add New dialog displays.
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In the Vendor Name field, enter the name of the vendor.
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In the Address fields, complete the address of the vendor.
Vendor Types tab
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In the Vendor Types tab, from the Maintenance Company drop-down, select the type of vendor and then click Add
icon.
Contact tab
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Click the Contact Tab.
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Complete the First Name, Last Name, Phone, and Emails fields for the contact.
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Click the OK button.
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Click the Save button.
Edit a Vendor
You can edit an existing vendor.
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For the vendor you want to edit, click the Edit button under the Actions column.
The Edit Vendor dialog displays.
- Complete your edits.
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Click the OK button.
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Click the Save button.
Delete a Vendor
- For the vendor you want to edit, click the Remove button under the Actions column.
- The Remove Vendor dialog displays the message " Removing the item will remove if from the system. Any open tickets or requests using this item may become inaccessible.
- Click the Remove button and the vendor is deleted.
- Click the Save button.