Goal:
- Add a Vendor to the Preferred Vendor list.
- Change a Vendor's preferred status.
You must be a Purchaser or Superuser, or have custom access to the Procure module in order to complete the following steps.
Steps:
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Select the Procure tab from the left-hand navigational menu.
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Select Vendors.
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Search for the Vendor and locate them within the list.
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Below the Vendor information, on the right-hand side, select the [...] button.
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Select Edit Vendor.
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Within the window, select the Preferred toggle to turn this on or off. If it appears green with the wording YES, the Vendor is set to Preferred.
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Select the blue Save button.
Additional Information:
- Learn more about preferred Vendors
- Preferred Vendors cannot be assigned to a specific Location