Setting Up Vendors

Asset records have multiple attribute options, many of which are set up as dropdowns including Departments, People, Projects, Asset Types, Manufacturers, Models, Vendors, Accounts, Conditions, and Statuses.

Vendors

Vendors  refer to the companies that sold the assets. 

To create a Vendor, click the image-png-Oct-19-2021-08-07-49-62-PM button and enter:

  • Vendor
  • Address 1
  • Address 2
  • City
  • State
  • Country
  • Zip Code
  • Phone
  • Fax

vendor

Click Save to create the Vendor.

To edit or delete a Vendor, click on it in the grid and make the desired changes.

To import Vendor information, click the image-png-Oct-19-2021-07-57-17-10-PM button and follow the import steps.

To export Vendor information, click the image-png-Oct-19-2021-07-50-43-38-PM button and follow the export steps.