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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
| 7.2. Vendors | ||
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 | 7. Vendor |  |
The Vendors screen lists all your company's vendors. In addition, the screen can be used to generate vendor reports. Here are some tips for using this screen:
Use the right-click menu to edit a vendor in the list.
When exporting information, be sure to activate all the column headers you want to include in your export file. Many of these columns may be hidden by default.
The search filter options can help you build common searches for later use.
The address information displayed on this screen reflects the address for the vendor's primary contact. This may not be the same as the business address listed on the vendor's CRM account.
To view the Vendors master list, go to . The following screen will appear:
The default filter on the Vendors screen shows all active vendors. You can build your own search criteria using the following options:
Select a filter from the list of available filters, then select the button to generate search results. Only saved filters will appear in this list.
Select this button to show the parameters underlying the saved filter. To hide the parameters, click the button a second time.
When building a custom query, you have the following options:
Select to add a new parameter to the query.
Select to remove a parameter from the query. This option is disabled for default parameters.
Select to save your filter for future use. Saved filters will appear in the list of available filters.
Select to manage your saved filters. To learn more about managing filters, please see Section 2.1.2, “Search Filters”.
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| 7.1. Create New Vendor |  | 7.3. Vendor Workbench |