Vendors dashboard

The Vendors dashboard is where you can manage vendors that your company works with.

Access the Vendors dashboard

To access the Vendors dashboard:

  1. In the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select All projects

  3. In the left-side navigation, click Vendors

Select All projects, then click Vendors

See an overview of vendor details

  • On the Vendors dashboard vendor names are listed along with the following details: Address, Email, Phone, Maintainer, # of transactions, and Status

Search for vendors

  • To find vendors, enter the vendor’s name in the Search by vendor name field

Filter vendors

  • You can filter vendor listings by clicking the dropdown menus for Vendor type, Vendor status, and Project

View vendor transactions

  • To see the list of transactions associated with a vendor, click the number in the # of transactions column

Vendors options

From the Vendors dashboard you can: