Edit a Vendor's Details
Your vendor's address, phone numbers, and other details can be easily updated.
- Navigate to Vendors.
- For the vendor you want to edit, click the vendor in the list and the Vendor Details form displays.
The Details tab contains the following expand tabs:
- General
- Configuration
- Contact Information
- Assets
- Custom Info
General
| Field | Description |
|---|---|
|
Vendor ID |
Enter the 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 |
Enter the 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. |
|
Vendor Type |
Select the vendor type. |
|
Rating |
Select the number of stars to rate your vendors. |
Configuration
| Field | Description |
|---|---|
| Status | Select either Active or Inactive. |
| Lead Time (Days) | Enter number of days lead time. |
|
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. |
| Default Sales Tax 1 | Select either No Tax or the Sales Tax Rate. |
| Default Sales Tax 2 | Select either No Tax or the Sales Tax Rate. |
Contact Information
| Field | Description |
|---|---|
|
Phone Number |
Phone numbers are restricted to the following characters: [], (), X, \, -, +, #, *, 0, 1, 2, 3, 4, 5, 6, 7, 8, and 9. |
| Enter the vendor's email. | |
| Website | Enter the vendor's website. |
|
Street Address (Line 1) Street Address (Line 2) |
Enter the vendor's street address. |
| City | Enter the vendor's city. |
| State | Select the vendor's state. |
| Zip | Enter the vendor's zip or postal code. |
| Country | Select the vendor's country. |
| Miles | Select either Miles or Kilometers. |
Assets
| Field | Description |
|---|---|
|
Contacts |
Enter the vendor's contact person. |
Custom Info
Any custom fields that are set up will display here
The fields are automatically saved.