02. View and Edit Company/Vendor

02. View and Edit Company/Vendor

Vendor/Customer Management: View & Manage

To view or edit Company/Vendor/Customer/Client/Supplier/Provider information, navigate to Companies > Company List. Each Vendor and Customer entered into the system display.

Click View for a name from the list to view the Company Details screen for that vendor/customer.

Note: the Active field will determine whether the Vendor/Company will be displayed in the Vendor/Company drop down menu on the Add New Contract field and for editing a Contract Record.

Users with the proper privileges may edit each field by clicking the corresponding Pencil Icon.

To link companies together, select Link Companies.

To add attachments to a company, Click Attachments on the side menu. Browse to the file to attach and click Save.

Note: After attaching and saving an attachment, do not click your browser's refresh button. Doing so repeats the last action of attaching the file without warning or notification and a duplicate file will be attached.

Each Vendor/Customer has the capability of storing an unlimited number of thread-based notes.

Vendor notes can be added by any employee who has access to manage/edit Vendors/Customers.