Add Vendor Rep allows you to enter basic vendor representative information in StaffSuite.

You cannot select to add a vendor rep from the Vendor Navigator. Instead, open the Vendor Basic window for the vendor for whom the rep works. Next, click the Main Contact list button () and select Add Rep.

For more information on vendor, click here.

Using the Vendor Rep Add Wizard

The Vendor Rep Add Wizard takes you step-by-step through the information necessary to add a vendor representative to your database. It is easily navigated using the following buttons:

• Next: Takes you to the next screen in the Add Wizard. Note: The Next button only becomes active when you have completed all the required fields on the current screen. Use this button to walk forwards through the Add Wizard.

• Back: Takes you to the previous screen in the Add Wizard. This is useful if you realize you made a mistake entering information during the Add Wizard.

• Cancel: Closes the Add Wizard WITHOUT adding a new vendor rep.

• Finish: Only available on the final screen of the Add Wizard, this closes the Add Wizard and ADDS the new vendor rep to your database.

The Vendor Rep Add Wizard Fields

The Vendor Rep Add Wizard contains the following fields (click the field name for detailed information):

1. On the Vendor Add Rep Wizard window:

8. First Name

   Enter the Vendor Rep's first name.

   The first name defaults into the Nick Name field, but can be changed.

   This field is REQUIRED.

9. Last Name

   Enter the Vendor Rep's last name.

   This field is REQUIRED.

10. Nickname

    Enter the Vendor Rep's nickname.

    This field defaults from the rep's first name, but can be edited.

    This field is REQUIRED.

11. Title

    Type the business title of the vendor rep at the vendor (e.g., Coordinator).

    This field is optional.

2. On the Enter Address Information window:

3. Physical Address

   Enter the physical address of the vendor rep. This defaults from the vendor " remit to" address, but may be edited.

   All fields are required except Suite/Building.

4. E-Mail

   Enter the vendor rep's email address.

   This field is optional.

3. On the Enter Phone Information window, enter the Office, Fax, Pager and/or Cellular phone numbers for the rep.  The Office and Fax phone numbers default from the Vendor information, but can be changed. Only the Office number is required.

4. On the Congratulations! window, review the information presented. If the information is incorrect, click the Back button and edit the information. If the information is correct, click Finish and the rep will be added to your database.

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