Navigation
To get to the vendor management section, hover over the WorkOrders Module icon on the left hand side of the site, and then select "Vendor Management" from the options listed.
Step 1
Select the green "New Vendor" icon in the top right of the Vendor Management page
Step 2
Fill out the vendor information, add which Category of WorkOrder the vendor shows in, and assign it to an association
Step 3
If this vendor is going to be assigned to a work order in the future, a user will need to be added to the vendor.
In the top right, toggle on the "Will Need to Login or Manage Work Orders" button so that it's blue.
- Select "Add User" in the user section that appeared after turning on the toggle
Step 4
Fill in the required information fields and assign the user to an association.
- The First and Last name can be the company name
Step 5
After all the required fields are filled out and the vendor was assigned an association, select "Save" in the top right.
That will take you back to the vendor information section again, select "Save" again to save and create the new vendor.