Vendors Job Aids

Vendors | Purchase | Expense | Vendors Job Aids

Vendors

Managing Vendors

Adding New Vendors

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Vendors
   
3. Under Vendors Menu, Click Options then choose Add New Vendors
   
   
   
4. Fill up the necessary fields
5. Click Save
   
   
   

Viewing Vendors

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Vendors
   
3. Under Vendors Menu, Select the account that needs to view its details, click the drop down arrow then choose View
   

Editing Vendors

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Vendors Side Bar, Click Vendors
   
   
   
3. Under Vendors Menu, Select the account that needs to updates its details, click the drop down arrow then choose Edit
   
4. Update the necessary fields
   
   
   
5. Click Save

Deleting Vendors

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Vendors
   
   
   
3. Under Vendors Menu, Select the account that needs to be deleted, click the drop down arrow then choose Delete
   
4. Click Yes to Confirm the deletion process
   

Exporting and Importing Vendors

Exporting Vendors

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Vendors
   
3. Under Vendors Menu, Click Options then Click Export Vendors
   
   
   
   • User has an option to change the display and change the account type for precise exporting of records

Importing Vendors

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Vendors
   
3. Under Vendors Menu, Click Options then Click Import Vendors
   
4. Download the template provided in the link on Step 1
   
   
   
5. Fill-up the template
   
   
   
6. Import the template then Click Save