Vendors Lookup

The Vendor Lookup lists all vendors created in InventoryCloud. From this page you can view, add or delete vendors.

Accessing the Vendors Lookup

• Show Filter

• Export

Add a Vendor

Delete Vendors

View/Edit a Vendor

Accessing the Vendors Lookup

1. Click on the Lookups -> Vendor.

2. The Vendor screen will appear.

3. By default, the lookup page displays 20 items per page. Scroll through the pages using the navigation buttons at the bottom of the screen. Change the number of items listed on each page using the drop down menu.

Note: You can change the numbers in the drop down on the Options page.

4. Show Filter - When you click on the Show filter checkbox, a text box will appear under Vendor field where you can type the search text to find the desired detail.

• Select the modifier by clicking the filter icon:

5. Export - This option allows you to export the list of Vendor to an Excel spreadsheet. You can export up to 25000 records and also allows you to customize the list as needed using filters/custom views/grouping and then export the information to Excel. Filter the list as needed, then select the Export icon - . The report will get downloaded and can be accessed from the icon at the bottom of the screen. Click on the icon and select Open to view the report. You can save or alter the report as needed in Excel.

Add a Vendor

1. Click on the Lookups -> Vendor -> New button Or

Click on the Lookups -> Vendor  ->  button.

2. The New Vendor screen will appear.

General Tab

• Vendor Number - (Required) Enter a unique identifier for this vendor.
• Vendor Name - (Required) Enter a name for this vendor.
• Enter the Note if required.

Business Details

• Click on the Pencil icon - to enable to the fields.
• Add Phone Number, Business E-mail, Fax and Website details.
• Click on the Update button. Select Cancel to close the fields without saving any changes.

Contact Information

• Click on the Pencil icon - to enable to the fields.
• Enter the Phone Number and Extension (Ext.), Contact Cell, Fax and Contact Email.
• Click on the Update button. Select Cancel to close the fields without saving any changes.

Addresses

• You can enter multiple addresses for the employee here.

• Click on the Add Address button.

• The Address related field will appear.
  
  

• Select the type of address in the Address Type field. The options are Vendor Billing, Vendor Shipping and Vendor ShipBy.
• Enter the address information in the fields provided.
• Click on the Update button. Select Cancel to close the fields without saving any changes.
• Click on the Add Address again to add another address.
• To Edit Address, Click on the pencil icon - to edit the added address. Make changes as needed, the select the Update button.
• To Delete Address, Click on the Delete button to delete the added address. A confirmation screen will appear. Click on the Delete button again.

Attachment tab

• Click on the Attachment tab. To attach files, click on the Attach Files button.

• Click on the Select Files button. Browse and click on the File. Click on the Attach button.

• The Attached file will appear as shown below.

• The file name can be edited by clicking on the Edit button. Edit and then Click on the Update button.

• To delete the attached file, Click on the Delete button

Custom Fields

• Add the details in the Custom Fields.

3. Click on the Save button.

• If you want to create another site, click on the Save and Add another checkbox before clicking on the Save button. In this case, the New Site screen will appear once you click on the Save button.

4. A message will appear indicating that the site is created successfully.

View/Edit Vendor

1. Click on the Lookups -> Vendors. The Vendor screen will appear.

2. Click on the Vendor  Name link

3. The View/Edit Vendor screen will appear.

4. You can edit the vendor details and also you can add address.
5. Click on the Save button.

6. A message will appear indicating that the site is updated successfully.
   

Delete Vendors

Click on the Lookups -> Vendors. The Vendors screen will appear.

Select the Vendor and click on the Delete button.

A pop-up message will appear asking for confirmation.

Click on the Delete button again.

A message will appear indicating that "1 Vendor is deleted successfully".