The primary information panel that is visible after selecting a vendor in RTA lists all of the primary information for the vendor. This article will focus on the fields contained within the primary panel.
Once a vendor has been selected, the vendor number will be listed at the top of the screen so that the user can always verify the correct vendor is being reviewed and/or edited.
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The primary vendor panel will always be visible regardless of the tab you select in the vendor file. |
Refer to Vendor File TOC to access the full list of articles related to displayed vendor data in RTA here.
Refer to Add a Vendor for instructions on adding a vendor or Edit Vendor for editing a vendor
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🔓 Denotes fields that are editable within RTA. |
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Primary Panel Field | Definition |
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Vendor Number | Displays the assigned vendor number attached to file in RTA |
🔓 Vendor Abbreviation | Displays the abbreviation to be used for the vendor |
🔓 Vendor Name | Displays the Vendor’s name |
🔓 Profile Picture | Used to upload/display a primary profile picture for the vendor |
🔓 Primary Contact | The primary person to contact when communicating with the vendor if applicable |
🔓 Vendor Email | Email to be used when communicating with the client if applicable |
🔓 Phone# | Phone number for use when contacting the vendor if applicable |
🔓 Fax# | Fax number for use when contacting the vendor if applicable |
🔓 Street | Street address for the vendor |
🔓 Suite/Building | Suite or building number as part of the vendor’s address |
🔓 City | City location for the vendor |
🔓 State | State location for the vendor |
🔓 Zip code | Vendor’s zip code |
🔓 Delete Link | Allows the deletion of the vendor file if permissions are granted to the user |
🔓 Notes | Notes section where notes pertaining to the vendor can be added to the file. This is freeform text. |