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Instanta Facility
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Vendor & Technician
- Creating Vendor
- On the References module, click Vendors to load the vendor listing on Instanta
- Click “NEW” at the top of the list to load the create New Vendor form
- Enter relevant information like ( Type, code, Name, Phone No., Email)
- Expand the contact person card to add Vendor contact person(If Any)
- Expand the Category card to add category of jobs vendors can be assigned to (For Facility clients Only)
- Expand the Contracts card to add vendor contracts (If applicable)
- 6. Attach file (If Any)
- Click Done to save changes and create a new Vendor