Managing Vendors

Managing Vendors

Purpose

  1. To explain how to add and manage vendors in First Due.

NOTE: For Vendors to appear in specific modules they have to have a certain vendor type selected. 
      EMS Vendors must have EMS as the vendor type.  
      Work Order Vendors must have Supplier as the vendor type. 
      Medications Module must have Pharmacy as the vendor type to receive inventory. 

Video



Directions


  1. Navigate to Vendor Directory > Vendor List.





  2. Select Add New Vendor.






  3. Enter Vendor data in the upper section.

    1. Entering the address of an existing address from your occupancy list will auto-fill multiple fields including contact info if available.
    2. Vendor type choices include Contractor, Engineer, Architect.
      IMPORTANT: If the vendor is outside of your response jurisdiction (your First Due geospatial boundaries), you will need to select the link "add new address" to enter the vendor's information. 






  4. Next, Select Contacts & IDs.






  5. Where applicable, enter Contact(s) and ID(s) data for the vendor:

    1. Contact Information.
    2. Move the slider to the right (enabled) for the Primary Contact.
    3. Work Contact Information. 
    4. Certifications and Attachments.

  6. Select Save.






  7. Add any Notes & Attachments (e.g., licenses, certifications, etc.).






  8. The History section will display historical permits that included the vendor.





  9. When finished entering vendor data, select Save. Nice work!




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