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  1. FAQ - Purchasing and Receiving
  • June 06, 2023 17:23
  • Updated

How to set a vendor as preferred or non-preferred

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:

  1. Select the Procure tab from the left-hand navigational menu.

  2. Select Vendors.

  3. Search for the Vendor and locate them within the list.

  4. Below the Vendor information, on the right-hand side, select the [...] button.

  5. Select Edit Vendor.

  6. 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. 

  7. Select the blue Save button.

 

Additional Information: 

  • Learn more about preferred Vendors
  • Preferred Vendors cannot be assigned to a specific Location 
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