| Panel | |
|---|---|
|
Vendor
...
- From the Core menu select 'Vendor'
- Click on 'Create'on
Enter in desired information into for the vendor
Info Vendor name and number are required. The number will be automatically assigned for you unless you fill in a vendor number.
4. Click
...
on 
to post the vendor to the system, click on Cancel to not post the vendor and return to the
...
Vendor grid.
Edit
Click on the edit icon from the grid or the display window to edit the vendor information.
Delete
Click on the Delete icon from the grid to delete vendor information. A confirmation box will appear and you will be asked to confirm that you really do want to delete this vendor.
Search/View Vendors
Vendor Grid allows the user to search for existing vendors. Click on 
to view a particular vendor.
Edit Vendors
Only fields that are allowed to be edited will be displayed.
- Search desired vendor on grid
- Click on
to edit the vendor - Make desired changes
- Click on
to save desired changes to vendor, click on 
to not posted changes and return to the Vendor grid.
Delete Vendors
| Warning |
|---|
It is not recommended to delete old vendors since this might destroy an audit trail. If the vendor number is re-used, reports from prior fiscal years will not match current vendor information. We recommend changing the status from "active" to "inactive" instead. Vendors will only be able to be deleted if they are not used on any transactions currently in the database. |
- Search desired vendor to delete
- Click on
to delete the vendor. - Click on "delete" to confirm deletion.
More Information on Vendor Options