To search for a specific vendor, please follow the steps below:
1. Go to Vendors, and select List All Vendors from the drop-down options.
After selecting List All Vendors, a screen will appear listing all of your current vendors.
2. Click Search tab to specify the appropriate search criteria.
You can enter any of the following parameters to narrow down the list of customers:
- Company Name
- Vendor Name
- Reference Number
- Vendor Type
- Phone Number
- Email Address
- Status
- Date Added
3. Click the Search button when you're ready to proceed.
If there are no records among your search, the search form will return "No Records Found".
If you want to go back to the default list view, Click Reset.
Available management features are listed below:
- Add Vendor - by clicking this button, you can go to New Vendor page to create a vendor account.
- Vendor Summary - this provides a single place to quickly locate and manage any vendor account. All vendor's data are available here.
- Open Purchase Orders - by using this link, you can access a vendor's open orders.
- Edit Vendor Profile - from here you can update the vendor profile.
- Create New Purchase Order - by using this link, you can create and assign a purchase order to a vendor.
- Delete Vendor - by using this link, you can delete the vendor's account.
- Send Message - allows you to send message to your customers.
- Update Vendor Status - allows you to update vendor/s status.
- And More
If you have any issues, please feel free to contact our Support Team.
How to add a new vendor