Service Manager powered by HEAT

Creating a Vendor

You must create vendor records before you can create an underpinning contract. See Working with Underpinning Contracts. A vendor is a service provider outside of your organization.

1.Log in to the application as a service owner.

2.Open the Services workspace.

3.Open a service.

4.Click the Vendor tab.

5.Click New Vendor. The system displays the New Vendor dialog box.

6.Enter information into the fields.

Field Description
Name The name of the vendor.
Email Address The email address of the vendor.
Primary Phone The primary phone number of the vendor.
Contact The name of the main contact with the vendor.
Contact Email Automatically filled in based on the contact that you select.
Contact Phone Automatically filled in based on the contact that you select.
Address The street address of the vendor.
City The mailing city of the vendor.
State The mailing state of the vendor.
Zip The zip code of the vendor.
Country The mailing country of the vendor.
Support Info Information about how to contact this vendor.

7.Click Save. You can now use and link the vendor.  


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