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Update Vendor's Contact Site

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A vendor is selected as a contact for Assets, Purchase Orders, or Work Orders when they are active, assigned to the same site, and have the right to be assigned.

A vendor can't be both: a Global Vendor and a Site Vendor.

Assign a Vendor as Global Vendor or to a specific Site(s)

  1. Navigate to Vendors.
  2. Click on the vendor you want to edit.
  3. Click the Sites tab and here you can either make the vendor a global vendor or site specific vendor.
Global Vendor@

If the vendor supplies to all your sites, you can make them a global vendor.

  • Check the Make A Global Vendor check box. 
Site Vendor

If you want to control which sites a vendor can be used on then assign the vendor to a site(s).

  1. If you want to add a site, click the Add Site +. 

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  1. From the Select drop-down, select the site and it is added.

When the site is added this displays the labor codes and the Add + icon lets you add more labor codes. If you want to learn more about this, see Configure Labor Codes.

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Click the Remove clipboard_e693601939070e7b893e07eff76f455a1.png icon, next to the site's name and the site will be removed from the vendor.