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2022-11-24 21:10:53 +00:00
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@@ -4,17 +4,19 @@ The Vendors [form](ay-start-form-overview.md) is used to edit Vendors available
Vendors are an important aspect of AyaNova as they save time during selection, track important and useful data related to many areas of AyaNova and provide a central location where you can enter all the contact information for a Vendor to make it quick and easy to contact them when necessary.
## Selecting
Vendors can be selected in AyaNova in the following places:
- [Purchase Order](inv-purchase-orders.md#vendor)
- [Customer Unit "Purchased from"](svc-units.md#purchased-from)
- [Unit model](svc-unit-models.md#unit-model-vendor)
- [User "Vendor"](adm-users.md#vendor)
- [Part "Manufacturer"](inv-parts.md#manufacturer)
- [Part "Wholesaler"](inv-parts.md#wholesaler)
- [Part "Alternative Wholesaler"](inv-parts.md#alternative-wholesaler)
- [Work order / Quote / PM item outside service "Vendor sent to"](svc-workorders.md#sent-to)
- [Work order / Quote / PM item outside service "Vendor sent via"](svc-workorders.md#sent-via)
- [Purchase Order](inv-purchase-orders.md#vendor)
- [Customer Unit "Purchased from"](svc-units.md#purchased-from)
- [Unit model](svc-unit-models.md#unit-model-vendor)
- [User "Vendor"](adm-users.md#vendor)
- [Part "Manufacturer"](inv-parts.md#manufacturer)
- [Part "Wholesaler"](inv-parts.md#wholesaler)
- [Part "Alternative Wholesaler"](inv-parts.md#alternative-wholesaler)
- [Work order / Quote / PM item outside service "Vendor sent to"](svc-workorders.md#sent-to)
- [Work order / Quote / PM item outside service "Vendor sent via"](svc-workorders.md#sent-via)
## Authorization Roles required
@@ -22,18 +24,18 @@ Many roles can _select_ this object on other records where approriate. Editing o
Full access
- Accounting
- Business administration
- Service manager
- Inventory
- Accounting
- Business administration
- Service manager
- Inventory
Read only access
- Business administration - restricted
- Service manager - restricted
- Service technician
- Sales
- Sales - restricted
- Business administration - restricted
- Service manager - restricted
- Service technician
- Sales
- Sales - restricted
## Import / Export
@@ -43,9 +45,9 @@ Vendors can be [imported](adm-import-vendor.md) into AyaNova and [exported](ay-e
Vendors are accessed in the following ways:
- From the `Vendors` [navigation drawer](ay-start-form-overview.md#navigation-drawer) to open the Vendors [data table](ay-start-form-data-tables.md)
- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Vendor autocomplete list on any other form where vendors can be selected
- From any [data table](ay-start-form-data-tables.md) column showing vendors
- From the `Vendors` [navigation drawer](ay-start-form-overview.md#navigation-drawer) to open the Vendors [data table](ay-start-form-data-tables.md)
- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Vendor autocomplete list on any other form where vendors can be selected
- From any [data table](ay-start-form-data-tables.md) column showing vendors
## Vendor data table