How do I add a new Vendor Company record?

This section describes the process of creating a new vendor company.

To create a vendor company:

1. Click ADMIN > Vendors > Companies.
2. Click .
3. Enter the COMPANY NAME, select the BUILDINGS they’re associated to, and the SERVICES they provide.
4. (Optional) Enter any other information you know about the vendor company using the provided fields.
5. (Optional) Click This Company is self-insured if you don’t want to track them using the COI Manager Module.
6. (Optional) Click This Company can be assigned tasks if you want the vendor name listed on the assignee field of work orders and preventive maintenance tasks.
7. (Optional) Click This Company can be messaged/notified if you want the application to send the Vendor Contact system notifications.
8. Click SAVE.