Vendor File Primary Info Panel
The primary information panel that is visible after selecting a vendor in RTA lists all of the primary information for the vendor. This article will focus on the fields contained within the primary panel.
Once a vendor has been selected, the vendor number will be listed at the top of the screen so that the user can always verify the correct vendor is being reviewed and/or edited.
The primary vendor panel will always be visible regardless of the tab you select in the vendor file.
Refer to Vendor File TOC to access the full list of articles related to displayed vendor data in RTA here.
Refer to Add a Vendor for instructions on adding a vendor or Edit Vendor for editing a vendor
🔓 Denotes fields that are editable within RTA.
Primary Panel Field | Definition |
|---|---|
Vendor Number | Displays the assigned vendor number attached to file in RTA |
🔓 Vendor Abbreviation | Displays the abbreviation to be used for the vendor |
🔓 Vendor Name | Displays the Vendor’s name |
🔓 Profile Picture | Used to upload/display a primary profile picture for the vendor |
🔓 Primary Contact | The primary person to contact when communicating with the vendor if applicable |
🔓 Vendor Email | Email to be used when communicating with the client if applicable |
🔓 Phone# | Phone number for use when contacting the vendor if applicable |
🔓 Fax# | Fax number for use when contacting the vendor if applicable |
🔓 Street | Street address for the vendor |
🔓 Suite/Building | Suite or building number as part of the vendor’s address |
🔓 City | City location for the vendor |
🔓 State | State location for the vendor |
🔓 Zip code | Vendor’s zip code |
🔓 Delete Link | Allows the deletion of the vendor file if permissions are granted to the user |
🔓 Notes | Notes section where notes pertaining to the vendor can be added to the file. This is freeform text. |