It includes detailed instructions on editing vendor information, adding contacts, uploading compliance documents and managing support trades
1. Click "Network"
2. Click "Vendors"
3. Double-click on the Vendor's name
4. Click "EDIT"
5. Click any field to edit
6. Click "SAVE"
7. To add new Contacts to the Vendor click "+ ADD CONTACTS"
8. Click the "Email*" field and enter an email
9. Click the "Mobile phone*" field and enter a number
10. Click the "First Name*" field and enter a name
11. Click the "Last Name*" field and enter the last name
12. Click this button to expand more details
13. Here you can upload a profile picture of the person, Title, phone number and extension.
14. Click "Hide optional details" to collapse
15. Click "ADD" to add a new Contact
16. Click the cross icon to remove the new added Contact
17. Click "ADD"
18. You should see a success tool tip. Click on the cross icon to remove the tool tip icon
19. You can further expand the contact details to view the contact
20. Click on the same collapsible arrow
21. Click on Compliance section to upload Vendor compliance documents
22. Click "ADD"
23. You should see a pop-up, Click "Upload Document" to add the new document
24. Click the "Begin Date" field to enter the compliance start date
25. Select a Date
26. Click the "Hour" field and enter the starting Hour
27. Click the "Minute" field to enter the minute
28. Click the "Period" field to select "AM" or "PM"
29. Click the "Expiration Date" field.
30. Click "2024" year to select a different year
31. Select a Year
32. Click on any month
33. Select a date
34. Click here to select an Hour
35. Click here to enter the minute
36. Click the "Period" field to select "AM" or "PM"
37. Click the "Auto approve document" field in case you want the document approved automatically.
38. Click "Save"
39. You should see a success tool-tip. Click on the cross icon to remove it.
40. Click "ACCEPT" to approve the document. Please note, in this instance, the auto approve checkbox wasn't selected.
41. You should see a success tool-tip. Click on the cross icon to remove it.
42. Click here to see the Support Trades. You can also modify them
43. Click "EDIT" to enter new Trades
44. Click this checkbox to select Trades individually
45. Click this checkbox to select all your Trades in one go
46. Click "SAVE"
47. Close the success tool tip
48. Click "SAVE" to save changes
49. Click the cross icon on the top right corner to close the Vendors page
