Vendor Setup provides IntelliShift Users with the ability to keep track of all of their services within one centralized platform. Vendors are used as part of the Service record keeping. It is utilized to track where work is being distributed for each particular service. Clients can use Vendors for 3rd party service locations to record what services are being sent to what service centers. As well, the Vendors can be set-up for the mechanics as well.
Creating Vendors
- Within IntelliShift, click Vehicle Service
- Within Vehicle Service, click Vendor Setup
- The Left-hand side of the screen will provide you with Created Vendors - Click the Edit Pencil to identify the full Vendors Details.
- Within the Middle of the Screen, the user can fill in New Vendors Details
- Name - The Name of the Vendor, used to identify that particular Vendor.
- Description - A Description of the Vendor, often used as a way to describe the work that the Vendor offers.
- Address - The street address of the location of the Vendor's service location.
- City - The City of the Vendors location
- State - The State of the Vendor location
- Zip Code - The Zip Code of the Vendor's location
- Country - The Country of the Vendor's location.
- Phone - Thew Number used to get in touch with the Vendor.
- Email - The email address to reach the Vendor.
- Web site - The Vendor's website.
- Once the details are filled out, the user can click Save.
Removing a Vendor
- Within IntelliShift, click Vehicle Service
- Within Vehicle Service, click Vendor Setup
- The Left-hand side of the screen will provide you with Created Vendors - Click the Edit Pencil to identify the full Vendors Details.
- Below the Vendor's Detail, click the Delete button. This will remove the Vendor from Vehicle Service.
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