Add Contacts to a Vendor

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• Add Contacts to a Contractor

  Go to Resource > Contractor Open an existing Contractor (or search by Contractor information)  From the Contacts zone, click on + Add Enter all the mandatory details in the pop up window and click Save  (NOTE: All fields with asterisk * are ...

• Add Parts to a Vendor

  1. Select Vendor from List view (or search by vendor information)  2. Click Add button on Parts blue band 3. Select a single part (or multiply parts) from pop up window and click on Attach button 

• Quick Add - Work Order

  Using the Quick Add filters, users can create work orders according to certain filters (Department, Type, Main Task, Priority, etc.). Filters can be saved to create a work order with the same information the next time. Filters are saved per user ...

• Add More Items to a Child PM - PM

  If you already have an item attached to a child PM, you can quickly add more estimated units of that item by using the Add More button. See below for instructions on how to do so. Navigate to the Preventive Maintenance Module To navigate to the ...

• Attach Vendor to an Asset

  Vendors can be attached to asset records in the Vendor zone. It can be helpful to attach a vendor to an asset record so you can easily find who to order from when it's time to replace an asset.    Video Overview   Add Vendors to an Asset Open an ...