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.