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Topics Discussed Below

Adding a Vendor (Service Provider or Manufacturer)

Modifying a Vendor (Service Provider or Manufacturer)

Deleting a Vendor (Service Provider or Manufacturer)

Vendors, Service Providers & Manufacturers

The Vendors submenu manages information regarding your frequently used vendors. Inputting vendor information here allows you to access the information when placing orders or to contact them regarding their product or performance.

The Procedures for adding, updating, and deleting Vendors, Service Providers, and Manufacturers are the same. Therefore, we will cover only the steps for Vendor, to apply the procedures to Service Providers or Manufacturers, just replace the term Vendor with the appropriate term.

Adding a Vendor (Service Provider or Manufacturer)

1.    Click Equipment/Services from the menu.

2.    Within the Navigation pane, click Vendor.

3.    There are two ways to add a new Vendor:

·         Within the toolbar directly above the Navigation pane, click the drop-down arrow next to New. , select Vendor.

·         Within the Actions pane, click the Add New Vendor link.

4.    Within either option, the Vendor Window opens. Complete the following information for the vendor (required field are marked with an asterisk (*)):

·         Vendor Name* – type the vendor name.

·         Shipping Address – use the rows to type the complete vendor shipping address.

·         Billing Address – use the rows to type the complete billing address for the vendor.

·         Contact – type the name of your vendor contact.

·         Telephone Number – type your contacts telephone number.

·         Fax Number – type the contact’s fax number.

·         Email Address – type your contact’s email address.

·         Url – type the vendor’s website address.

·         Notes – type any additional miscellaneous vendor notes relating.

5.    To add another Vendor, click the Save & New button within the Actions ribbon group and repeat step #4.

6.    Within the Actions ribbon group, click Save (to save and stay) to continue working with the vendor or Save & Close (to save and exit) to return to the Vendor list.

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Modifying a Vendor (Service Provider or Manufacturer)

1.       Click Equipment/Services from the menu.

2.       Within the Navigation pane, click Vendor.

3.       The Vendor list displays. Within the list, double-click the vendor you want to modify. The Vendor window opens.

4.       Make the necessary changes.

5.       Within the Actions ribbon group, click Save (to save and stay) to continue working with service types or Save & Close (to save and exit) to return to the Service list.

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Deleting a Vendor (Service Provider or Manufacturer)

1.     Click Equipment/Services from the menu.

2.     Within the Navigation pane, click Vendor.

3.     The Vendor list displays. Within the list, double-click the vendor to modify. The Vendor window opens.

4.     There are two ways to delete the Vendor:

·         Within the toolbar directly above the Navigation pane, click the red X.

·         Within the list, highlight the vendor name.

·         Within the Actions pane, click the Delete Vendor link.

·         Double-click the Vendor name; the Vendor window opens. Within the Actions ribbon group, click the Delete button.

5.   Once you click Delete, a message box appears verifying that you really want to delete the vendor. Click Yes within the box to continue or No to cancel the operation.

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