5.8 KiB
Vendors
The Vendors form is used to edit Vendors available in AyaNova which are companies who provide services or products to your service company.
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
- Customer Unit "Purchased from"
- Unit model
- User "Vendor"
- Part "Manufacturer"
- Part "Wholesaler"
- Part "Alternative Wholesaler"
- Work order / Quote / PM item outside service "Vendor sent to"
- Work order / Quote / PM item outside service "Vendor sent via"
Authorization Roles required
Many roles can select this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following roles:
Full access
- Accounting
- Business administration
- Service manager
- Inventory
Read only access
- Business administration - restricted
- Service manager - restricted
- Service technician
- Sales
- Sales - restricted
Import / Export
Vendors can be imported into AyaNova and exported out of AyaNova.
How to access vendors
Vendors are accessed in the following ways:
- From the
Vendorsnavigation drawer to open the Vendors data table - By clicking on the open record icon in any Vendor autocomplete list on any other form where vendors can be selected
- From any data table column showing vendors
Vendor data table
The Vendors data table lists all the Vendors available, provides the '+' link to create a new Vendor and provides access to common data table menu options.
Vendor edit form
The Vendor edit form provides all the standard edit form functionality and the following fields:
Vendor tab
Name
This is the name of the vendor as it's displayed in forms and reports. This is also the primary identifier when searching for a vendor to select in autocomplete lists. A vendor name must be unique from all other vendors entered.
Keep in mind that this is the Name that may sometimes see on reports if provided to them.
This is the only required field on the Vendor form. All other fields are optional and can be hidden if not required.
Account number
Provided for reference or connecting to another application's matching account number for this vendor.
Web address
Web site address in an URL control for entry or opening.
Contact
The primary contact person for this Vendor, generally your account manager with this vendor. You can enter other contacts in the other contacts field as freeform text.
Email address in an Email control for entry or opening.
Phone fields
Five phone contact number fields are provided as Phone controls for entry or dialing on supported devices.
These fields are pre-labeled as "Business", "Fax", "Home", "Mobile", "Pager" however as with all AyaNova form field labels they can be changed to labels appropriate for your business.
Active
Vendors that are set to Active can be selected on new objects that use Vendors.
Vendors not set to Active will still show in older records but can not be selected for new records; this is how you retire a Vendor from use.
Notes
General notes about this record for internal staff use. Notes can also be reported on if desired. These notes are only visible in this form.
Other contacts
Freeform text area where you can enter any non-primary contacts for this Vendor, for example special departments that are not the main primary contact people.
Alert notes
Vendor alert notes are currently displayed on Purchase orders only and are intended as a general purpose alert message to any staff member whenever they deal with this Vendor for purchasing about any unique and important information required to make the purchase.
Alert notes will display as an orange alert box with a triangular /!\ exclamation mark icon once a Purchase order is saved with this Vendor selected.
Custom fields
If the form has been customized and custom fields enabled for this object they will display here.
Tags
Optional tags control for categorizing, searching, selecting and notification filtering.
Wiki
Optional wiki control.
Attached files
Optional attachments control.
Address tab
Standard AyaNova object Address control.
Menu options
The Vendor edit form contains the common edit form menu options.