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Workers/Contacts - Vendor Tab

Vendor
Vendor tab
Vendor tab

The 'Vendor' tab is another way to add a Vendor to a Contact and visa versa. When a Vendor is added here, that Vendor becomes associated with the Contact so that the Contact will appear in that Vendors 'Contact' tab.

Add New Vendor

This will add a Vendor to the Vendors grid. To add a Vendor follow these steps:

  1. Click the  Add New Vendor button  button.

  2. This will open the 'Add New Vendor' form

    Add New Vendor form
    Add New Vendor form

  3. Fill in the 'Name' of the Vendor along with the Address.

  4. When all desired information is entered, click Save New button  button.

The new Vendor will be added to the Vendor grid and will be able to have 'Vendor Details' entered.

Add Existing Vendor

  1. To use a Vendor that was previously set up, click the  Add Existing Vendor button  button.

  2. This will open the 'Add Existing Vendor' form.

Manage Existing Vendors form
Manage Existing Vendors form

3. Select the Vendor(s) desired from the form and click the  Save and Close button  button. The Vendor will have been added.

Delete Selected

To remove a Vendor association from a given Contact just select the Vendor to remove and click the  Delete Selected button  button. This will only remove the Vendor association and not any Vendors from the Vendors grid.