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Adding or Editing a Vendor

Updated
  1. Click Add New in the top-right corner (or choose Edit from a row’s three-dot menu).
  2. Fill in the form:
    • Company Name* — required; up to 75 characters.
    • Contact Name* — required; up to 50 characters.
    • Contact Phone # — optional; must be a valid phone number if entered.
    • Contact Email — optional; must be a valid email address if entered.
    • Address — optional. Start typing and pick a suggestion from the address lookup; PSS keeps the street address here and fills City, State and Zip for you.
    • City, State, Zip — optional; filled by the lookup, or type them yourself.
  3. Click Save. The window closes and the table refreshes.
The vendor form: Company Name and Contact Name (required), Contact Phone #, Contact Email, Address with lookup, and City / State / Zip.

Note: Company Name and Contact Name are the only required fields. Adding the phone and email is what makes the record useful to the rest of your team — they are exactly what someone needs when a chemical order is short.