Adding vendors
When you add a vendor, you need to specify its name and contact information, as well as to select the users included in it. Keep in mind that users can belong only to one vendor and that assigning users to a certain vendor automatically removes them from their previous vendors.
Procedure
- In WorldServer, go to
- Select Add.
- On the Vendor: New page, do the following:
- In the Name box, enter the name of the vendor that you want to add.
- In the Description box, enter a description of the vendor.
- In the Contact Name box, enter the name of the primary contact person of the vendor.
- In the Contact Phone box, enter the phone number through which you can contact the vendor.
- In the Contact Email box, enter the email address through which you can contact the vendor.
- In the Address box, enter the physical address of the vendor.
- In the Other Contact box, enter additional contact information for the vendor.
- In the Notes box, enter any notes that you might have related to the vendor.
- Next to Users, move the users that you want to be part of the vendor from the Available users column to the Users in vendor column.
- Optional: If necessary, specify values for any custom attributes that may have been defined.
- Select Save.