Adding A Vendor Delivery Method
| Document Version | v.1 |
|---|---|
| Document Last Updated | 7/21/23 |
| Software Version Documented | v.9.9.2 |
Adding a Vendor Delivery Method
In this section, we will go over where and how to select Vendor Delivery Methods.
Manage Vendors Screen
- The first thing you will need to do is to navigate to the Manage Vendors screen and select a vendor. To access this screen, follow this path: Purchasing -> Manage Vendors.
- To edit a vendor's information, search for the vendor and then select the vendor.
Delivery Methods Tab
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Once inside the Vendor you’ve selected, go ahead and click on the Delivery Methods tab at the top of the menu.
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You can now select which delivery method (or multiple) you want defaulted for this specific vendor. Checking off print will always prompt you to print a document and you can select a default printer and or template. Checking off Email can have you already set an email address you want to email your POs once converted.
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Once done, hit save & close at the bottom right corner to finish your changes.