Difference between revisions of "Vendors"

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* export the list of vendors to Excel or CSV.
 
* export the list of vendors to Excel or CSV.
  
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'''To create a new vendor''', click [[File:Hfo-plus-button.png]], enter vendor's information (name, address, phone, etc.) and click ''Save''.
 
'''To create a new vendor''', click [[File:Hfo-plus-button.png]], enter vendor's information (name, address, phone, etc.) and click ''Save''.
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'''To edit a vendor''', click Edit in the corresponding row of the list. If the vendor you wish to edit is inactive, you will have to re-activate them first.
 
'''To edit a vendor''', click Edit in the corresponding row of the list. If the vendor you wish to edit is inactive, you will have to re-activate them first.
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'''To make a vendor inactive''', click [[File:Hfo-dropdown.png]] in the ''Action'' column, choose ''"Make inactive"'', then click ''OK'' to confirm.
 
'''To make a vendor inactive''', click [[File:Hfo-dropdown.png]] in the ''Action'' column, choose ''"Make inactive"'', then click ''OK'' to confirm.
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You can '''run a transactions report''' for a specific vendor to see all purchases from them. To go to this report, click [[File:Hfo-dropdown.png]] in the ''Action'' column and select ''"Transactions"''.
 
You can '''run a transactions report''' for a specific vendor to see all purchases from them. To go to this report, click [[File:Hfo-dropdown.png]] in the ''Action'' column and select ''"Transactions"''.
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'''To export your vendors to a spreadsheet''', click ''Export'', choose a format (XLS or CSV) and click ''Export'' again. You will receive the resulting document as a file download, which will be handled depending on your browser's behavior. Typically you can choose whether to open the file or save it. Only the active vendors will be exported.
 
'''To export your vendors to a spreadsheet''', click ''Export'', choose a format (XLS or CSV) and click ''Export'' again. You will receive the resulting document as a file download, which will be handled depending on your browser's behavior. Typically you can choose whether to open the file or save it. Only the active vendors will be exported.
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'''To make inactive vendors show on the list''', click [[File:Hfo-gear-button.png]] and turn on the ''Include Inactive'' checkbox that appears.
 
'''To make inactive vendors show on the list''', click [[File:Hfo-gear-button.png]] and turn on the ''Include Inactive'' checkbox that appears.
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Revision as of 17:44, 20 November 2018

You can manage your vendors in the web app, under Purchases → Vendors.

Info-sign.png This page requires permission: "Web Permissions → Purchases → Vendors" in order to access.

This page lists all existing active vendors and allows the following operations:

  • search by vendor name, phone, etc;
  • create new vendors;
  • edit existing vendors;
  • make vendors inactive and re-activate them;
  • run a transaction report for a specific vendor;
  • export the list of vendors to Excel or CSV.

To create a new vendor, click Hfo-plus-button.png, enter vendor's information (name, address, phone, etc.) and click Save.

To edit a vendor, click Edit in the corresponding row of the list. If the vendor you wish to edit is inactive, you will have to re-activate them first.

To make a vendor inactive, click Hfo-dropdown.png in the Action column, choose "Make inactive", then click OK to confirm.

You can run a transactions report for a specific vendor to see all purchases from them. To go to this report, click Hfo-dropdown.png in the Action column and select "Transactions".

To export your vendors to a spreadsheet, click Export, choose a format (XLS or CSV) and click Export again. You will receive the resulting document as a file download, which will be handled depending on your browser's behavior. Typically you can choose whether to open the file or save it. Only the active vendors will be exported.

To make inactive vendors show on the list, click Hfo-gear-button.png and turn on the Include Inactive checkbox that appears.