Setting up a vendor from an estimate When working with an estimate, if you need to assign a new vendor that does not exist in the address book, you can add the vendor directly from the spreadsheet as follows: - In the spreadsheet, in the Vendor Name column for the item for which you want to add the vendor, type the vendor's name, and then press Enter.
- At the message asking if you want to add a new company, click [Yes].
- Enter the new vendor information in the New Company window.
- When you finish setting up the vendor, click [Save].
Important! Be sure to save the new address entry before closing the window, or the new name will not appear in the spreadsheet. - Close the window.
The new vendor name appears in the spreadsheet. Tip: You can also add a new vendor from the Estimate Information window. [BCB:164:Chat Estimating US:ECB]
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