Vendor Security Codes

The Vendor Security Codes tab is used to secure a user to only see selected vendors. Once the Security Codes are set up in the settings, they can be selected in the Vendor Management routines.

The Vendor Security Codes tab has the following options:

•Add

•Edit

Add

Use the following steps to add a vendor security code:

1. Click on the System tab, click Settings, and select Vendor.

2. Click on the Vendor Security Codes tab.

3. Click on the Edit button to make fields available.

4. Click on the Add New button.

5. In the new line, under the Code column, enter a unique, 2 character maximum, alphanumeric code. 

6. Enter a Description.

Note: Click on the Delete icon to remove a line in the grid.

7. Enter a note in the New Note field.

Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.

8. Click on the Save button to confirm the new bank code(s), or click on the Undo button to remove all input information and reset the fields to their default values.

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Edit

Use the following steps to edit the vendor security codes:

1. Click on the System tab, click Settings, and select Vendor.

2. Click on the Vendor Security Codes tab.

3. Click on the Edit button to make fields available.

4. If applicable, update the Code and/or Description for any line items.

Note: Click on the Delete icon to remove a line in the grid.

5. Enter a note in the New Note field.

Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.

6. Click on the Save button to confirm the changes, or click on the Undo button to remove all input information and reset the fields to their default values.

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