Vendor Addresses

Use the Addresses tab in the Edit Vendor popup to add, edit and delete address records for a vendor.

If a vendor uses the same address for different address types, you can select more than one type for the address, or share the address between the two uses.

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

Add an address

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 Addresses tab.

6. Click Add, and the Add Address popup opens.

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

   • Type: Defaults to Primary and Payment.
     If this address will be used for additional purposes, select from Order Return, Business, and Other 1, 2, or 3.
     If the vendor has different primary & payment addresses, click the X to delete either one. Then you'll need to add the other type separately.

   • Description: (Optional) Enter text in the Description box.

   • Address 1 & Address 2: Use Address 2 for extra address information like suite # or apartment #. Note: If the vendor has both PO box and street address, create two separate address records instead of using Address 2 for the PO box. When there are two separate records, both addresses will be available for use.

   • Voice Phone #, Fax, Mobile Phone Number, Internet: These fields are included on the Vendor Contact Information report.

8. Click OK. You're returned to the Addresses tab with the new record displayed.

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Edit an address

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 Addresses tab.

6. Click the address Type link, or check the box, and click Edit. The Edit Address popup opens.

7. Edit these fields as needed.

8. Click OK. The changes are displayed in the Addresses tab.

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Delete an address

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 Addresses tab.

6. Check the box(es) for the address(es) 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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