Setting a Vendor contact as Primary

  • Updated

Users who are System Administrators or Users who have the Add/Edit Vendor permission have the ability to set any Vendor Contact as 'Primary'.The first contact added to a Vendor will be set as the Primary Contact by default, but a different contact can be made 'Primary' for that Vendor at any time.

This article covers the following topics:

Setting Primary contact from the System Admin Module

Contact1.png

1. Navigate to the Vendor screen from the System Admin Module and click on the Vendor name as shown above.

Contact2.png

2. Navigate to the Contacts tab and click on the 3 dots under the Action column and select 'Set as Primary' option to set a vendor contact as Primary.

Contact3.png

3. Click the 'Set As Primary' button to set a Vendor contact as Primary.

Setting Primary contact from the Vendor Space Module

Contact1.png

1. Navigate to the Vendor Data from the Vendor Space module and click on the Vendor name as shown above.

Contact2.png

2. Navigate to the Contacts tab in the Vendor Profile and click on the 3 dots under the action column and select 'Set as Primary' option to set a Vendor contact as Primary.

Contact3.png

3. Click on the 'Set As Primary' button to set a Vendor contact as Primary.