Save As functionality in Vendor Record

• Related Articles

• Item Record Overview - Warehouse Inventory

  Each item catalogued in the warehouse inventory module has its own record. The item details can be viewed and edited in the NEXGEN software. This article goes over both stock and non-stock item records within the Warehouse Inventory module. Item ...

• Edit Contact from Vendor record

  1. Select Vendor from List view (or search by vendor information)  2. From Contacts section on RHS, click on Edit icon on blue band 3. Update information as needed 4. Click Save

• Creating a New Vendor

  1. Click on + New icon 2. Enter vendor information into record 3. Click on Save icon ion RHS (NOTE: All fields with asterisk * are mandatory. Vendor will not save if left blank)

• Attach Vendor to an Asset

  Go to Assets > Backflow Open an existing Backflow Asset Locate Vendor zone and click + Add Select vendor from the Vendor dropdown list If applicable, check Default to set vendor as default for asset record Click Save    

• 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 ...