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Create a new Vendor Record

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You can quickly create a new vendor record, and Eptura Asset gives you the option to open the vendor record so that you can complete the details.

If you want to bulk upload your vendors, then go to Import your Vendors.

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Audio: Sound Video Length: 5:34 minutes

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  1. Navigate to Vendors and the Vendor Management screen displays.
  2. Click the New Vendor button and the New Vendor form displays.

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  1. Complete the following fields:
Field Description

Vendor ID

Unique identification code for the vendor. It can contain letters, numbers, or a combination of both, and can be up to 24 characters long. The Vendor ID must be something meaningful to you since the Vendor List is sorted by this ID by default.

Vendor Name

Full or official name of the vendor. It can contain letters, numbers, or a combination of both, and it can be up to 50 characters long.

Preferred Name

Name of the vendor as filed. For example, if the vendor is Ken’s Chevron, you might prefer to file that vendor as Chevron, Ken’s or That-One-Place.

URL

URL of vendor website.

Vendor Type

Type of vendor.

Rating

Rate your vendors on a one-to-four star rating.

Can Be Assigned To Work

Leave blank if your vendor is only a supplier. Check the box if you want to assign the Vendor to a Work Order.
  1. Either:
    • Click the Create Vendor button and the customer is created.
    • Click the Create & Open button and the edit vendor form displays.