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Add, Edit, or Delete Vendors

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We only add manufactures to the asset vendor list and any vendor who are non-manufacturers are saved to the address book.  The vendors are used when you set up Agreement for specific assets.  

  1. Navigate to Admin > Assets > Vendors.

All available vendors for existing assets display.

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Search

  • Quick Search- To search for a vendor, use the Quick Search function.

  • Add Searchs - You can also save and edit frequently used searches by clicking the Edit Searches or Add Searches button.

Add a Vendor

You can add a new vendor.

  1. To add a new vendor, click the Add  icon at the bottom of the list.

The Add New dialog displays.

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  1. In the Vendor Name field, enter the name of the vendor.

  2. In the Address fields, complete the address of the vendor.

Vendor Types tab

  1. In the Vendor Types tab, from the Maintenance Company drop-down, select the type of vendor.

  2. Click the Add  icon. 

Contact tab

  1. Click the Contact Tab.

  2. Complete the First Name,  Last Name, Phone, and Emails fields for the contact.

  3. Click the OK button.

  4. Click the Save button.

When you add a non-manufacture and save the Asset Vendor List the message "Vendor saved in the address book. Note: We only add manufacturers to the asset vendor list" displays.

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Edit a Vendor

You can edit an existing vendor.

  1. For the vendor you want to edit, click the Edit button under the Actions column. 

The Edit Vendor dialog displays.

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  1. Complete your edits.

  2. Click the OK button.

  3. Click the Save button.

Delete a Vendor

  1. For the vendor you want to edit, click the Remove button under the Actions column. 
  2. The Remove Vendor dialog displays the message " Removing the item will remove if from the system. Any open tickets or requests using this item may become inaccessible.

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  1. Click the Remove button and the vendor is deleted.
  2. Click the Save button.