How to Create and Edit Software Vendors

Owned by Derek Stegelman, created
Last updated: Dec 12, 2023 by Cassidy Roberts
2 min read

This page will help aid you in creating or editing a vendor.

 Instructions

  1. Navigate to the Vendors section in the navbar. Here you will see the list of vendors that have already been created.

  2. Use the search bar on the left of the page to see if the vendor you need has already been created. If not, click on the ‘Create Vendor’ button in the top right corner of the page.

  3. Once clicking on it, you will see this page where you can fill out the relevant information.

    Click ‘Add Vendor’ to successfully create and save a new vendor.

  4. If you would like to edit or delete a vendor, click on the ‘Actions’ dropdown.

     

If you are creating a new acquisition and see the vendor you need to assign it to is not in the system, there should be a short cut on that page to create one, rather than having to exit out of the acquisition and navigating to the ‘Vendors’ page.

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