Managing Notes in a Vendor Profile

Introduction:

Managing Notes in a Vendor is an integral part of completing your Vendor profile. Managing Notes is an important feature of a Vendor.

This article applies to + Professional and + Enterprise.

Instructions:

1.  Click on the Modules tab, then click on the Vendor icon on the main ribbon.

2.  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. 

3.  Click on the Notes tab.

To create a new Note, go to Step 4.

To modify an existing Note, go to Step 6.

To delete an existing Note, go to Step 8.

4.  Select on the New Note icon.

5.  You will then have the chance to add the desired message in the Note section. Once completed, select the Save icon, and you will then have successfully added a Note to your Vendor profile.

6.  To modify an existing Note, after opening an existing profile, click on the Update icon.

7.  After clicking the Update icon, you may now update the Note, then click on the Save icon.

8.  To Delete an existing Note, after opening an existing profile, click on the Delete icon.

9.  Once you click on the Delete icon, a pop-up icon will appear asking to confirm the Delete action. Click on OK to confirm the deletion and you then have completed the action.

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 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 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.

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