This article will teach you how to edit property information for a vendor in order to grant work order access and specify the vendor's trade and rank.
Note: A vendor must already be added to a property in order to edit vendor property information. See the articles Adding a Vendor to a Property and Adding an Approved Vendor to Additional Properties.
- From the Property & Facility menu, click Vendors.
- From the Vendors page, ensure the applicable property is selected in the upper-right corner of the screen.
- Click on the Vendor Name of the vendor whose property information you desire to edit.
- From the [Vendor Name] page, click the Properties tab.
- On the Properties tab, click the pencil icon on the right side of the screen for the applicable property.
- Once the Edit Vendor's Property window opens, complete the form presented:
| Field | Explanation |
|---|---|
| SR Access | Select whether or not the vendor can access service request work orders. |
| PM Access | Select whether or not the vendor can access preventive maintenance work orders. |
| Trade | Select the appropriate trade for the vendor. |
| Rank | Select the rank for the vendor. Rank determines the order of preference for vendors at the property. |
- Click the Save button.
- The vendor's property access has now been updated.