Home > SI 2017 Documentation > User Guide > People > Vendors > Adding Vendors > New Button

New Button

Steps

 

  1. In the Vendor Explorer, click the [New] button:

 

New Vendor.png

 

  1. The New Vendor form will open. On the General tab, type in any relevant information:

 

New Vendor form.png

 

 

  1. On the Addresses tab, click the New button enter any relevant addresses for the Vendor:

 

New Vendor Address.png

Contacts

 

  1. On the Contacts tab, enter any Contacts you want to be associated with the Vendor.

New Options

 

You can choose to new Contact "from Scratch", add an existing Contact, or import Contacts from Outlook.

 

New Vendor Contact.png

Set as Primary

 

Once you've added a Contact or multiple Contacts, you can set one as the Primary Contact.

 

Primary Vendor Contact.png

 

  1. When finished, click the [Save and Close] button.

 

Save and Close Vendor.png

Last modified
16:03, 25 Jan 2017

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