Vendor File Primary Info Panel

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.

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

Denotes fields that are editable within RTA.

Primary Panel Field	Definition

Primary Panel Field	Definition
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.