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Managing a Vendor Entity can be easily done by following these few simple steps:

This article applies to + Professional and + Enterprise.

A Vendor is only selectable as a contact for Assets, Purchase Orders, or Work Orders if they are active, assigned to the same Entity, and have the right to be assigned.

1.  Create a new Vendor or open an already existing Vendor.

If creating a new Vendor, all required fields must be filled in and then saved before you can proceed to Step 2. 

To learn how to Delete an Entity, go to Step 4.

2.  Click on the Entities tab.

3.  Use the drop-down menu entitled Entity to select which location you want to choose then click on Add Entity.  Once you have finished this step, you have successfully added a Entity to your Vendor and are ready to proceed.

4.  To Delete an Entity that has previously been added, click on the Delete button on the right-hand side of the screen.  Once you have finished this step, you have successfully Deleted an Entity from your Vendor and are ready to proceed.

Useful Links to Related Articles:

To learn how to Import Vendors, click here.

To learn how to Manage Vendor Phone Numbers, click here.

To learn how to Manage Credit Memos for a Vendor, click here.

To learn how to Manage Notes in a Vendor Profile, click here.

To learn how to Associate a Part with a Vendor, click here.

To learn how to Create a Vendor Manually, click here.

To learn how to Manage a Vendors Address, click here.

To learn how to View the Vendor Work Order and Inspection History, click here.

To learn how to Add an Attachment to a Vendor Record, click here.

To learn how to Delete a Vendor, click here.

To learn how to Merge Vendor Records, click here.