Goal:
Add a Vendor to the Preferred Vendor list.
Change a Vendor's preferred status.
What is a Preferred Vendor?
A vendor can be classified as a Preferred your organization prefers to work them.
These vendors are displayed in the Preferred Vendor drop-down when creating Order Requests. encouraging requesters to use one of these vendors. Vendors not classified as Preferred are not displayed and must use the Other option to suggest a new Vendor if a preferred vendor is not apply to the item. This option can be disabled.
Steps:
You must be a Purchaser, or have custom access to the Procure module to complete the following steps.
Navigate to Procure → Vendors.
Select the applicable vendor
In the Vendor Info section, click the 3-dot options button and select Edit Vendor
In the pop-up, use the Preferred toggle to change its preferred status.
Click Save
Additional Information:
Checkout and PunchOut Suppliers cannot be selected as preferred as these vendors are not used for adding order request items manually.
Preferred Vendors cannot be assigned to a specific Location