Search for a Vendor

Sort a List | Filter a List | Vendor Overview

Basic

To search for a vendor:

1. In the Find Vendor field above your vendor list, enter a search keyword or keywords:

Keyword | Notes
Company: | Enter one or more words in company name.
Vendor Code: | Enter the entire vendor code.
Name: | Enter last or first name of vendor contact.
Phone: | Dashes and area code not required.
ZIP Code: | Enter the full zip code. To ensure that phone numbers including the same digits are not matched, select ZIP as the search field. See Advanced Find option below.
(Pro) Custom Field | Your custom named fields.

3. Click Find (magnifying glass icon) or press <Enter>.

   All matching records are listed in the Find window. Note: If searching by company name from a vendor lookup field on a document or item record and one unique matching record is found, it is immediately listed in the field and the Find window is not displayed.

4. In the Find window, you can confirm and select the correct record or narrow your search:

- Highlight a record and double-click, press <Enter>, or choose Select Item.

If searching from a lookup field, the vendor is listed. Other wise, the vendor form is opened.

OR

- Select Advanced Find to narrow your search to a specific field or specify other search criteria and search again

- Select Add New to add a new vendor

- Select Go to Vendor List to display your full vendor list

Back to top

Related Topics

Customize the columns in the Find window