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Vendors - Vendor Info - General tab

Service Billing > Vendors > Vendor Info > General tab

Click New or Edit to enter General tab information.

General Information

  • New/Convert - Select New Organization if no other data source exists to convert from. You can also create a vendor by converting it from an existing organization.
  • Org ID - The record identifier. Can only be changed using the Rename button in System > Manage.
  • Name - The display name for the identifier.
  • Parent Org - The parent organization of this organization.

Primary Mailing Address

  • Country
  • Street
  • City
  • US State
  • Zip Code

General Info

  • Account Number - The vendor's customer account number for you.

Contact Info

  • Primary Phone - The primary phone of the vendor.
  • Primary Email - The primary email of the vendor.
  • Primary Contact - The primary contact for the vendor. A contact is a staff member of a department.

Demographics

  • Number of Employees - The number of employees in the vendor organization.
  • Annual Revenue - The annual revenue of the vendor organization.
  • Preferred Contact Method - The vendor's preferred method of contact: Phone, Email, Mail, Fax.
  • Website - The vendor's web site.