How do I add a new vendor?

RELEVANT MODULE- MAINTENANCE

RELEVANT USERS- MAINTENANCE STAFF, MAINTENANCE SUPERVISOR, MAINTENANCE ADMIN

What is a vendor?

Vendor (Service) – A service vendor provides service and/or performs work.  This type of vendor will be populated in the work order services dropdown.

Vendor (Material) - A materials vendor is where materials are purchased from.  This type of vendor will be populated in the work order parts and materials dropdown.

How to I add a vendor?

  • To add a vendor click the vendor tab in the application’s navigation bar.
  • Underneath the Vendor tab, click Add New.

  • The Add New tab will take you to the add vendors form where you can add all of the information for your vendor. 
  • Once the information is filled out and checked, click save. 

  • Your vendor is saved when you are taken to the vendor details screen and you see “Vendor Created,” at the top of the page.  
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