This task is used to add new vendor locations for a vendor. Vendor locations are the physical locations of a vendor, and for each location, you can add contacts from the vendor. When creating a work order from Work Detail > Create New Work Order, you select a vendor for each line item. The vendor location is where your maintenance or site employees can purchase the goods or services they need to complete the work order line items.
Each vendor has a primary location, which is specified when the vendor is added using the Add New Vendor task. Using this task, you can add additional locations and designate a new location as the primary location for the vendor.
To add a new vendor location, follow these steps:
1. Go to Vendor Detail > Vendor Locations.
2. Go to Tasks > Add New Location.
3. In the Add New Vendor Location area, enter search criteria in the Location Name, City, and State fields to see if the vendor location already exists, and then click Next.
Note
If the vendor location does not exist, the values entered here are used when creating the new vendor location.
4. On the Search Results tab, any matching vendor locations are listed in the Matching Business area. If there is a matching location that you want to add as a new location for the vendor, follow these steps:
a. On the Search Results tab, in the Matching Business area, highlight the match.
b. Select the I found a match; use the selected location radio button.
c. Click Next.
5. If there are no matching business in the Matching Business area and you want to add a brand new location, follow these steps:
a. On the Search Results tab, select the I did not find a match; create a new location radio button.
b. Click Next.
6. On the Location Detail tab, you can edit the following information in the Vendor Location area:
▪ Location Name—Enter the name of the location.
Note
The location name appears when selecting a vendor on work order. For this reason, you may find it useful to include the vendor name in the location name so it is easily identified when creating work orders.
▪ Web Site—Enter the URL of the location's web site.
7. In the Physical Address area, enter the address of the vendor location.
8. If this is the primary location of the vendor, select the Use this as the primary address for the vendor check box.
9. Click Finished.