Equus Software

Storing vendors in AssignmentPro allows for quick and easy ways to allocate payments and vouchers for assignments. This user manual addresses how to manage vendors in AssignmentPro.

Managing Vendors - Overview

Overview
General




Payments


Addresses




Services Provided


Bank Accounts




Service Orders


Documents on File




Referral Agreements


Contracts




Service Areas Coverage


Data Feed Availa

How to create and maintain vendors

Allocate where the vendor performs services. This allows for you to save the vendor to a specific region in order to perform specific searches by location. You can be as…

Service Area

There are two sections, one to maintain Contacts, the other is to maintain Service Agents.
  
Contacts: The contacts are the vendor contacts which is the main source of contact you…

Vendor Contacts & Agents

Portal Security Roles Allowed for this Vendor
Maintain Security Roles available to assign to vendor users that need to access the system via the vendor portal. Roles identified in this…

Managing Vendors - Security

Managing Vendors

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