Managing Vendor Phone Numbers


 This process cannot be done from a mobile device.

Managing Vendor phone numbers is an important feature of creating a successful Vendor profile and can be easily done by following these few simple steps:

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”.

Step 2.

Click on the Phones tab.


Step 3.

Select the  Add Phone icon. 

 To update a phone number, go to Step 6. To delete a phone number, go to Step 7.

 


Step 4.

Next, select the phone type, whether it be Home, Cell, Work, Business, Fax, or Other.  Then add in the appropriate phone number.

  Phone number fields are restricted to the following characters: [], (), X, \, -, +, #, *, 0, 1, 2, 3, 4, 5, 6, 7, 8, and 9.

  The “Label” and “Default” fields are optional and are not required but may provide ease of use for the user.

Step 5.

Click on the  Save icon.


Once you have finished this step, you have successfully added a phone number to your vendor and are ready to proceed.

Step 6.

To update a phone number, click on the  Update icon on the right. After doing so, enter in the correct information to the appropriate fields. For help in doing so, return to Step 4.


Step 7.

To delete a phone number, click on the  Delete icon on the right. A pop-up menu will appear asking you to confirm. Upon clicking on OK, the number will be deleted.

If you need to enter in a new phone number and need help, return to Step 4.



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