Vendors

The Vendor tab displays the global list of vendors available to Submitters for the selected category. From this tab, you can view, create, or delete vendors.

Note: Personal Vendors will not show up in this list. The Vendors that are set up through Settings are available to all users. Personal Vendors set up by individual users will be available only to those users.

How to Create a Vendor

1. Click the Add button.
2. Enter the vendor name in the Vendor Editor window.
   
3. Click OK to save the new vendor.

Assigning Vendors to a Category

• To assign one or multiple vendors to the category you are creating or modifying, click on a vendor and hold the Ctrl key to select multiple vendors.
• All selected vendors will be available for that category.

Removing Vendors from a Category

• Select the vendor(s) you want to remove from the list.
• Click the Remove button at the bottom of the Vendors table.
• A confirmation window will appear; click Yes to confirm the deletion, or No to cancel.

Watch the video below for a visual guide on the Vendors tab from the Categories.