To start working with Vendors, you should click on the Inventory group in the navigation pane and select the Active Vendors view at the view list on the top. Using AvailSuite Vendors module, you can:

• Add Vendors
• Add Vendor contacts
• Attach special instructions and other files
• Delete Vendor

How to add a Vendor?

• use the New Vendor button on the toolbar;
• select New and then Vendor in the File menu on the main form;
• fill a new row directly in the Vendor view.

How to add contacts of a Vendor?

You may add an unlimited number of contacts to a Vendor. To do this, use Contacts grid on the Vendor details form. Also, note that you may assign one contact to the mailing address and another contact to the shipping address.

How to attach special instructions and other files?

Click here to read more about File Attachments.

How to delete a Vendor?

To delete a Vendor, open the Vendor details form and click the Delete button on the toolbar. However, the system will not delete a Vendor, if there is at least one Purchase Order created for the Vendor.

If this case, you may want to de-activate the Vendor in the system. While the Vendor will remain in the database as well as all the Purchase Order and historical data, the Vendor will no longer be displayed in Vendor selection combo-boxes and other controls.

To make a Vendor inactive, do the following:

• Open Vendor details screen;
• Uncheck the Is Active flag;
• Save the changes.

To make a Vendor active again, find it in the Inactive Vendors view, open the details screen, check the Is Active flag, and save the changes.