Inventory > Vendors

Key Info  
Purpose:

Configure the list of vendors that supply products to your institution.
Related Module(s):

Inventory
Accessed From:

Maintenance > Inventory > Vendors
Window(s):

Vendors List

Vendor

Dependencies:

City Codes, State Codes, Country Codes

Vendors List Window

The Vendor List window allows you to search for and manage vendors.

Field Description
Include Inactive

A check box that, when selected, will include inactive vendors in the result list.
Criteria

A text field that is used to enter your search criteria.

Tip: You can enter the first few characters of the word, or enter an underscore (_) to return all results.

Search On

A drop-down list that indicates the field to search on:

  • Name
  • Address
  • Phone
Task Procedure
Search for Vendors
  1. Use the Criteria field, Include Inactive check box, and the Search On drop-down list to set the search parameters.
  2. Click the Search For Data () icon and review the results.

    3. Note: If your search has more than 100 results, a prompt displays. Click Yes to continue your search or click No to stop and change your criteria to narrow the results list.

Add Vendors
  1. Click the Create a new Record () icon to display the Vendor window.
  2. Complete the fields as necessary and click OK.
Edit Vendors
  1. Search for and select a listed entry.
  2. Click the Edit Record () icon to display the Vendor window.
  3. Make any necessary changes and click OK.

    4. Tip: You can also double-click a listed entry to display the Vendor window.

Delete Vendors
  1. Search for and select a listed entry.
  2. Click the Delete Record () icon.
  3. When prompted, click Yes to confirm the deletion.
Preview/Print Report
  1. (Optional) To preview the Vendors report, click the Preview Report () icon.
  2. To print the Vendors report, click the Print Report () icon.

    3. Note: The Vendors report uses the Vendor.rpt file.

Vendor Window

(Maintenance > Inventory > Vendor List > Vendor)

The Vendor window allows you to specify vendors that are used to order / receive products from for your institution. It displays when you open the Vendors List window and click the Add a new Record () icon or select a listed vendor and click the Edit Record () icon.

Field Description
Name

A text field that indicates the name of the vendor / company.
Inactive

A check box that, when selected, indicates the vendor is inactive and not in use.
Address

Text fields that indicate the address or location information for the vendor.

The ellipses are used to display the City List window and State Codes window and select a city and state.
Phone#

Text fields that indicate the phone number for the vendor.
(Vendor Contact) Name

A text field that indicates the name of a specific contact at the company.
(Vendor Contact) Phone # / Other # / E-Mail

Text fields that indicate the phone numbers and email address for the vendor contact.
Vendor Comments A text field that indicates any comments relevant to this vendor.
Task Procedure
Add Vendors
  1. Complete the fields as necessary and click OK.

Edit Vendors

  1. Make any necessary changes and click OK.