Modifying Addresses (Vendor Record)

.

Service > Miscellaneous > Vendors

or

Parts > Miscellaneous > Vendors

or

Sales > Miscellaneous > Vendors

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Vendor record.

2. Select the Vendor by clicking on the corresponding line.

Within a Vendor Record:

3. Select the Address Line 1 hyperlink to open the Addresses window.

4. Click the Address Type dropdown of the corresponding address and select the new address type, if applicable.

5. Click the caret to the left of the corresponding address to expand the address details.

6. Modify the address details, if applicable.

∟ Follow Steps 7-8 of “Adding Additional Addresses” if the Zip needs to be changed.

7. Mark the Primary checkbox if the address should be listed as the primary address, if applicable.

8. Select the [Save] button in the window.

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

· Only one address can be marked as Primary.

· The address marked as Primary will be displayed in the Vendor Record.

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