Adding an Attachment to a Vendor Record

Introduction:

Adding an Attachment to a Vendor record can be easily done by following these few simple steps:

This article applies to + Professional and + Enterprise.

Instructions:

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.

2.  Click on the Attachments tab.

3.  Use the drop-down menu to select Attach File.

4.  To attach a file, click on the Choose File button, then select the appropriate file.

5.  Click on Add Attachment.  Once you have finished this step, you have successfully added an Attachment to your Vendor and are ready to proceed.

Useful Information and Links:

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 Manage Vendor Entity Assignments, click here.

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

To learn how to Delete a Vendor, click here.

To learn how to Merge Vendor Records, click here.

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