Managing a Vendors Address
Managing a Vendor’s Address is an important feature of creating a successful Vendor profile and can be easily done by following these few simple steps:
This article applies to + Professional and + Enterprise.
1. Create a new Vendor or open an already existing Vendor.
If creating a new Vendor, all required fields must be filled in and then saved before you can proceed to Step 2.
2. Click on the Addresses tab.
3. Select the Add Address icon.
To update an Address, go to Step 6. To Delete an Address go to Step 7.
4. Next, select the Address type, whether it be Physical, Shipping, Billing, or Mailing. Then add in the appropriate Address.
You can add custom fields and Delete existing fields by clicking on the ". . ." icon located next to the drop-down menu.
The Default fields are optional and are not required but may provide ease of use.
5. Click on the Save icon. Once you have finished this step, you have successfully added an Address to your Vendor and are ready to proceed.
6. To update an Address, click on the Update icon on the right. After doing so, enter the correct information into the appropriate fields. For help in doing so, return to Step 4.
7. To Delete an Address, click on the Delete icon on the right. A pop-up menu will appear asking you to confirm. If you need to enter a new Address and need help, return to Step 4.