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Eptura Knowledge Center

Edit a Vendor's Details

Your vendor's address, phone numbers, and other details can be easily updated.

  1. Navigate to Vendors.
  2. For the vendor you want to edit, click the vendor in the list and the Vendor Details form displays.

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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.

Email 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.