1. On the References module, Click Vendors to load the vendor listing on Instanta.
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| 2. Click “NEW” at the top of the list to load the create New Vendor form.
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| 3. Enter relevant information like ( Type, Code, Name, Phone No., Email).
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| 4. Expand the Contact Person Card to add Vendor contact person(If Any).
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| 5. Expand the Category Card to add category of jobs vendors can be assigned to (For Facility clients Only). |
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| 6. Expand the Contracts Card to add vendor contracts (If applicable). |
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| 7. Attach file (If Any). |
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| 8. Click Submit to save changes and create a new Vendor. |
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