View, Add, Edit, and Delete Vendors Follow

Overview

Keeping track of suppliers and service providers can be difficult, leading to missed orders, unclear costs, and inefficiencies.

The Vendors feature addresses this by allowing you to manage vendors as part suppliers for Purchase Orders or as service providers for Work Orders. With a detailed vendor view, you can see a complete breakdown of Purchase Order expenses, ensuring better cost tracking and streamlined procurement. This feature helps maintain transparency, strengthen vendor relationships, and provide a clear view of supply and service costs for your fleet.

In this article, learn how to view, add, edit, and delete vendors.

*Please note, before adding parts, add Manufacturers and Locations.

Table of Contents

• View Vendors
• Add Vendors
• Edit and Delete Vendors

View Vendors

To view Vendors, follow these steps:

• In the left-hand navigation, select the "Maintenance” service module.
• In the top navigation, select "Tools."
• In the dropdown menu, select “Vendors.”

If you do not see this feature, you will need to contact an Administrator. Only Account Administrators and Administrators can change your permissions.

Add Vendors

Follow the steps below to add vendors.

Edit and Delete Vendors

Follow the steps below to edit and delete vendors. You will also learn how to view expenses.

Please note, you cannot delete vendors who are associated with a Work Order. You must first delete the Work Order.