Vendor Contacts

Use the Contacts tab in the Edit Vendor popup to add, edit and delete contacts for a vendor.

You can also export a report listing the contacts displayed in the tab. Click to export the report to Excel or to export it to a PDF.

Related Reports  

Add a contact

Contact type, name, phone, and email are included on the Vendor Contact Information report.

  1. Select Vendor Management from the Purchasing & Payables > Vendor menu, and that window opens.

  2. Use the Search feature or a filter to display the vendor you want to edit.

  3. Click the Vendor link, or check the box for the vendor, and click Edit. The Edit Vendor popup opens.

  4. If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.

  5. Click on the Contacts tab.

  6. Click Add, and the Add contact window opens.

  7. Complete the fields as described. Self-explanatory fields are not described. A red asterisk indicates a required field.

  8. Click Save. You're returned to the Contacts tab with the new record displayed.

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Edit a contact

  1. Select Vendor Management from the Purchasing & Payables > Vendor menu, and that window opens.

  2. Use the Search feature or a filter to display the vendor you want to edit.

  3. Click the Vendor link, or check the box for the vendor, and click Edit. The Edit Vendor popup opens.

  4. If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.

  5. Click on the Contacts tab.

  6. Click the contact Type link, or check the box, and click Edit. The Edit contact window opens.

  7. Edit these fields as needed.

  8. Click Save. The changes are displayed in the Contacts tab.

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Delete a contact

  1. Select Vendor Management from the Purchasing & Payables > Vendor menu, and that window opens.

  2. Use the Search feature or a filter to display the vendor you want to edit.

  3. Click the Vendor link, or check the box for the vendor, and click Edit. The Edit Vendor popup opens.

  4. If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.

  5. Click on the Contacts tab.

  6. Check the box(es) for the contact(s) to be deleted, and click Delete. You're asked to confirm the action.

  7. Click Yes. The Result window opens showing successes & failures.

  8. Click Close when you're done reviewing the results.

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