Vendors

The Vendors tab in the Materials module lists all vendors associated with a material. It provides details such as vendor number, name, catalog number, preferred status, and unit cost. Use this tab to manage vendor relationships, view the preferred vendor, and review pricing information for purchasing decisions.

This tab includes sections that you can expand or collapse.

The Vendors section includes:

• Number: Unique identifier or code assigned to the vendor.

• Vendor name: Name of the vendor supplying the material.

• Catalog number: Vendor’s catalog reference number for the material.

• Preferred: Indicates whether this vendor is marked as the preferred source for the material.

• Unit cost: Cost per unit of the material from this vendor.

Add vendor

Add an existing vendor to link materials to suppliers and keep purchasing accurate.

1. On the Materials > Vendors tab, in the Vendors section, click Add.

   The Add vendor window opens.

2. In Number, enter the number you want to find, then press Enter.

3. In the Lookup vendor window, select one or more filters from any tab, then click Apply Filters.

   The Results list displays vendors that match your criteria.

4. In the Results viewer, select the form you want to use.

   The list updates based on the form.

5. In the results list, select a vendor.

   The Add vendor window opens.

6. Enter the details in the Add vendor window.

7. Click one of the following:

   • Add to add the vendor.

   • Add another to keep the window open and add another vendor.

   • Cancel to cancel the process.

Update vendor

Update a vendor to keep vendor details current.

1. Select Update from the Actions menu on the left of a row.

2. In the Update vendor window, make changes in one or more fields and click Update.

3. Click Update to save.

Remove vendor

Remove a vendor to keep your list current and avoid duplicate or inactive entries.

1. Select Remove from the Actions menu on the left of a row.

2. In the confirmation message, click Remove.

   The system removes the vendor from the material while the record remains in the database.

3. Click Update to save.