Creating a Vendor
You must create vendor records before you can create an underpinning contract. Refer to Working with Underpinning Contracts. A vendor is a service provider outside of your organization.
- Log in to the application as a service owner.
- Open the Services workspace.
- Open a service.
- Click the Vendor tab.
- Click New Vendor. The system displays the New Vendor dialog box.
- Enter information into the fields.
Field | Description |
|---|---|
Name | The name of the vendor. |
Email Address | The email address of the vendor. |
Primary Phone | The primary phone number of the vendor. |
Contact | The name of the main contact with the vendor. |
Contact Email | Automatically filled in based on the contact that you select. |
Contact Phone | Automatically filled in based on the contact that you select. |
Address | The street address of the vendor. |
City | The mailing city of the vendor. |
State | The mailing state of the vendor. |
Zip | The zip code of the vendor. |
Country | The mailing country of the vendor. |
Support Info | Information about how to contact this vendor. |
- Click Save. You can now use and link the vendor.