Select Vendor

Add a New Vendor | Edit a Vendor Record | Vendors Overview

Basic

Note: This information applies when coming from another record or document, such as an inventory item or purchase order, to select a vendor to populate the Vendor field.

To select and add a vendor on another record or document:

1. Use normal sort, search, or filter procedures to locate the vendor in your vendor list.

2. Double-click the vendor or highlight the row and choose Select from the bottom toolbar.

While in the vendor list you have complete editing abilities to add a new vendor or edit an existing one. After adding or editing a vendor record, choose Save & Select to both save the record in your vendor list and return to the record or document with which you were working.