Add a Vendor
The Add Vendor screen allows you to add new vendors to the database. A vendor can be a company or individual that provides services, parts, or supplies.
Required Information
Only one field is required on this screen:
Name
Every vendor must have a name. This is how the vendor will appear in lists, work orders, and reports.
All other fields are optional. You can fill in as much or as little information as you have available.
Field Descriptions
Name
Enter the vendor’s name, such as a company name or individual’s business name.
Type
Select the category that best describes this vendor. This helps organize vendors and makes them easier to find later.
Account #
If you have an account number with this vendor, you can enter it here. This is useful for billing or reference purposes.
Address 1 and Address 2
Enter the vendor’s street address. Address Line 2 can be used for suite numbers, building numbers, or additional address details.
City, State, Postal Code
Enter the vendor’s city, state, and ZIP or postal code.
Phone
Enter a contact phone number for the vendor.
Website
Enter the vendor’s website address, if available.
Enter a contact email address for the vendor.
Saving Changes
When you are finished making changes, click the Save button at the bottom of the page. Your updates will be stored and used throughout the application.
Deleting a Vendor
Click the Delete button to permanently remove this vendor from the system. Use this option carefully, especially if the vendor is associated with past maintenance records.
Helpful Tips
You do not need to complete every field. Add details over time as you receive them. Keeping vendor information up to date makes it easier to manage maintenance work, contact vendors quickly, and review service history later.