Managing Vendor Entity Assignments


 This process cannot be done from a mobile device.

Managing a Vendor Entity can be easily done by following these few simple steps:

 A Vendor is only selectable as a contact for assets, purchase orders, or work orders if they are active, assigned to the same entity, and have the right to be assigned.

Step 1.

Create a new Vendor or open an already existing Vendor from your desktop computer.

 If creating a new Vendor, all required fields must be filled in and then saved before you can proceed to Step 2. If you need help on how to create a new vendor, see article, “How to Create a Vendor Manually.”

 To learn how to delete an entity, go to Step 4.

Step 2.

Click on the Entities tab.

Step 3.

Use the drop-down menu entitled Entity to select which location you want to choose then click on  Add Entity.

Once you have finished this step, you have successfully added a entity to your Vendor and are ready to proceed.

Step 4.

To delete an entity that has previously been added, click on the  Delete button on the right-hand side of the screen.

Once you have finished this step, you have successfully deleted an entity from your Vendor and are ready to proceed.

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