User Guide – Adding a New Vendor

• Navigate to Vendor Management

• • Hover your mouse over the Work Orders Module icon on the left side of the screen.
  • Select "Vendor Management" from the menu that appears.
• Start a New Vendor Profile
  • On the Vendor Management page, click the green "New" icon located in the top right corner.

• Fill in Vendor Details
  Complete the required information fields:
  • Enter the vendor's basic information.
  • Select the relevant Category of Work Order the vendor should be available for.
  • Assign the vendor to an association (this is crucial for visibility).
• Add a Vendor User (If needed)
  If this vendor will receive or manage work orders in the future, you must add a user:
  • In the top right of the vendor form, toggle the "Will Need to Login or Manage Work Orders" switch to ON (it should turn blue).
  • A new User section will appear. Click "Add User" within this section.
  • Fill in the required user information and assign the user to an association.

Tip: You can use the company name for the First and Last Name fields if needed.

• Save and Create the Vendor
  • Once all required fields are complete and the vendor is assigned to an association, click "Save" in the top right corner.
  • This will take you back to the main vendor information screen. Click "Save" again to finalize and create the new vendor.