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Add Vendor/Company on Contract Add   
Page last modified on Friday, September 21, 2018 1:34 PM (by Nash DeVita) (initially created on Tuesday, May 8, 2012 9:49 AM)
Assigned to: Adding a Vendor/Company
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Adding a Vendor/Company: On Contract Add

 

Contract Insight enables users (with the proper permissions) to add a Vendor/Company from the Contract Add screen.

1. If the Vendor/Company is not already in your Contract Insight application, click Add Company to add the Vendor/Company name to be used for the Contract Record currently being added.




Note: Adding a Vendor/Company from the Contract Add screen should be done prior to entering any Contract metadata into the fields.



2. A text box appears for entry of the name of the new Vendor/Company. Enter the new Vendor/Company name and click Save & Refresh.



3. The screen refreshes so the Customer/Vendor Name drop down list now includes the Vendor/Customer just added.  

4. Complete the required information on the Add New Contract Record screen and click Save & Continue to save the new Contract Record and open the new contract record's Contract Details screen.

5. Once the new Contract Record has been added with the new Vendor/Customer, navigate to Companies > Company List.



6. Search for the Vendor/Company that was added from the previous screen (this can be done easily by entering the new Vendor/Company name into the filter text box under the Company Name column). Click View Details for the new Vendor/Company line item.





7. The Company Details screen displays. Edit any necessary fields or multiple fields at a time in order to complete the new Vendor/Company's details screen.  


Note: See the Manage & Edit the Company Details Screen Wiki page for more information on Managing and Editing the Company Details screen.



 
   
 
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CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
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