Creating a Vendor (Service, Parts, Sales)

.

Service > Miscellaneous > Vendors

or

Parts > Miscellaneous > Vendors

or

Sales > Miscellaneous > Vendors

Inside the Primary Grid:

1. Select the [New] button from the Action Ribbon.

2. Type in the Vendor’s Name and then press the [Tab] or [Enter] key on the keyboard.

-or- Type in the Vendor’s Name and then click the magnifying glass to search.

3. Click on the “X” to escape the Vendor Search grid.

∟ The Vendor Search grid prevents users from creating duplicate Vendor records.

4. Select the [Create] button.

5. Input the Vendor Number, if applicable.

∟ Select the [Create] button in the New Customer window.

6. Input any additional vendor information as needed.

7. Select the [Save] button in the Action Ribbon.