Vendor Details: Attachments

On the Attachments tab, users can attach up to 5 files of any type to a vendor record. Each file can be up to 5MB. Users can click the View link for an attachment row to view or download the attached file. This tab can also be used to upload the vendor’s HACCP Certification form, process documents, products lists, etc.

 

  1. Under the Purchasing menu, click Vendors.
  2. To edit a vendor record, click on the Name hyperlink.
  • All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option. From the pop-up menu, check to show or uncheck to hide the desired tab(s).
  1. Click on the Attachments tab.
  1. Click the Plus (Add) icon.
  2. In the pop-up window, Browse to locate the file to attach.
  3. Click on the file to select it, then click Open to link the selected file.
  4. Enter a File Description (optional), then click Upload.
  5. Click the Disk (Save) icon to save your changes.
  6. If necessary, click Add and repeat steps 6-8 to link additional files.
  7. If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
  8. When finished, click the X (Close) icon to return to the summary screen.

   

 

Vendor, Pricing Rules, Contact Info, Add. Attributes, User Defined (Category), Location Details, Charge and Credit Codes, Deliver To, Evaluations, Qual. Judgments, Add Vendors, Audit, User Defined Attributes

 

 

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