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Eptura Knowledge Center

Update existing Vendor Record

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The vendor details, parts, timeline, custom fields, etc can be viewed and edited.

  1. Navigate to Vendors. The Vendor Management screen displays.
  2. From the list, click a vendor to view the Vendor Details form.

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You can update the following:

  • General details - This contains Vendor ID, Vendor Name, Preferred Name, Vendor Type, Rating, Configuration, Contact Information, Assets, and Custom Information.
  • Notes - This contains public notes.
  • Parts - This is where you can add the vendor's parts.
  • Timeline - This displays the vendor's work orders and purchase orders.
  • Contact Site - This is where you can add contact sites and labor code, and you can make a vendor a "global vendor".
  • Attachment or a URL link - This is where you can add attachments and links.

Your Administrator can set up the Vendor Types and any Custom Fields your organization needs. Learn more in Set up the Vendor Contacts.