Vendors

To access the vendor list, click the Vendors tab on the left-hand menu.

The screen displays a list of all vendors configured in the system.

Click New in the top-right corner to add a vendor. The New Vendor window will then appear.

Enter as much information as needed; more details improve record accuracy. At a minimum, the Name field must be completed.

Each vendor must have a unique name—duplicate names are not allowed.

The Type field is also important, as it allows categorization of vendors to indicate their specific functions or services.

Vendors in Work Orders

Work orders can be assigned to vendors.

Labor can also be assigned to vendors.

Vendors In Parts

Vendors can also be designated for inventory parts.

Is setting up a vendor required?

Entering vendors into the system is not required to use Work Orders, Inventory, or other features. However, adding vendors is helpful for tracking part sources and managing outsourced labor efficiently.