Working with Vendors

Vendor are companies/suppliers from which you purchase or re-rent equipment. You create and manage Vendors and Vendor Contacts through the Vendors tab. 

This article contains the following:

Setting Up a Vendor Account

You create and manage Vendor Accounts from the Vendors tab. Vendor Contacts/Users can be added to the Vendor account.

Note: Vendor Contacts/Users cannot log into Quantify.

To set up a Vendor Account:

1. Click the Vendor tab, then click the Add button ().

The Vendor dialog appears.

2. Click in the Vendor Name text field and enter the name of the new vendor.

3. To add a Vendor Contact, click the top Add button ().

The Vendor dialog appears. Use it to enter Vendor Contact/User information.

Required fields for Vendor Contact/User include: First, Last, Username  and Password.  Other fields are optional.

Note: The Role field defaults to Vendor and is the only role available for vendor contacts.

4. Click in the First text field and enter the Vendor Contact/User's first name.

5. Click in the Last text field and enter the Vendor Contact/User's last name.

6. Click in the Username text field and enter the Vendor Contact/User's username.

7. Click in the Password text field and enter the Vendor Contact/User's password.

8. Repeat the above steps for each Vendor Contact you want to add.

9. Click OK when you are done.

The Vendor dialog returns. Vendor contact information appears within the vendor window.

10. Click OK when complete.

 Quantify adds the Vendor Contact/User to the vendor record.

        The Owned Products tab in the Vendor record lists the products currently re-rented from this Vendor, along with the current location of all the products.

      11. Click OK.

Creating a Vendor Contact/User

You create and manage Vendor Contact users through the Vendors tab.

Note: Vendor Contacts/Users cannot log into Quantify.

To set up a vendor user account:

1. Click the Vendors tab and double-click on the appropriate vendor.

Note: You can also click the appropriate vendor, then click the Edit button  (). 

The Vendor dialog appears.

2. Click the Add button ().

The User dialog appears. Use it to enter Vendor Contact/User information.

Required fields for Vendor Contact/User include: First, Last, Username  and Password.  Other fields are optional.

Note: The Role dropdown is disabled for Vendor Contacts/Users.

3. Click in the First text field and enter the Vendor Contact/User's first name.

4. Click in the Last text field and enter the Vendor Contact/User's last name.

5. Click in the Username text field and enter the Vendor Contact/User's user name.

6. Click in the Password text field and enter the Vendor Contact/User's password.

7. Click OK when you are done.

The Vendor dialog returns. 

8. As necessary, repeat the above steps.

9. When the Vendor dialog returns, click OK.

Quantify adds the Vendor Contact/User to the Vendor.

Importing Vendors Accounts

You can import a file containing vendor data into Quantify as long you use a specific Excel template and save it as a tab-separated text file. You should be able to find the required Excel template here: C:\Program Files\Avontus\Quantify Client\Catalogs\CustomerVendorTemplate.xls. If you do not have it, contact support@Avontus.com and we will be happy to provide it.

Note: The file should be saved as a delimited text file.

To import vendors:

1. Click the Tools menu and select Import Vendors (as appropriate) from the Import sub-menu.  

The Import Vendors dialog appears.

2. Click the File to Import button ().

The Import from Tab Delimited File dialog appears.

3. Navigate to and select the text document to import and click Open.

The Import Vendors dialog returns. 

4. Click Import.

The new vendor’s will be imported in Quantify. You will need to refresh the vendors tab to see the recent changes.