Vendor

...

4. Click on  to post the vendor to the system, click on Cancel to not post the vendor and return to the Vendor grid.

Search/View Vendors 

Vendor Grid allows the user to search for existing vendors. Click on  to view a particular vendor.   The vendor grid also allows you to sort vendor information by typing specifics within the Column Title blank fields or selecting a Column Title to sort all vendors in ascending/descending order for example.

...

1. Search desired vendor to delete
2. Click on  to delete the vendor.
3. Click on "delete" to confirm deletion.

...

Import Vendors

The Vendor Import option may be used to import new vendors or to modify existing vendors using a spreadsheet (CSV format).  Please refer to the Vendor Import Criteria for further details on the CSV file format.  We have also provided a template spreadsheet for districts to use.  Any rules pertaining to vendors will also be applied when importing receipts.  

...

5. Verify the information on the Pop UP screen and confirm the process by selecting Yes/No.

6. The Merged Vendor Transaction report will show the current year transactions that were updated as a result of the successful merge into the primary vendor.  Since vendor merge only updates current year transactions, if there are no transactions in the current year for the vendor that is merged, the report will not produce results and will state "No data returned for report."    

7.  Users should review the primary vendor locations to make sure the primary vendor locations are the locations to be used.   

More Information on Vendor

...