Attach Vendor to an Asset

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

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  1. Open an Asset record.
  2. Locate Vendor zone and click + Add.
  3. Select vendor from the Vendor dropdown list.
  4. If applicable, check Default to set vendor as default for asset record.
  5. Click Save.

 

Modify or Delete a Vendor

Once added, you can edit a vendor, make a vendor the default vendor, or delete the vendor. 

  1. Click the dropdown arrow on the vendor. 
  2. Select Default, Edit, or Delete.

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