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How to: Enable a Catalog and Link a Vendor in Manager

For video instruction on how to do this, see the following. A step-by-step walkthrough is also included in this article below the video. 

 

 

 

Step 1: Turning the catalog on

  • Navigate to Configurations (SE) or Setup (5.9) along the top of the program.
  • Next go to Special Maintenance (you have to be on the HOMESCREEN of the program in order for the Special maintenance button to light up).
  • Select Toggle Catalog Availability.

 

 

 

 

In this example the FirstCall catalog has been turned on, but you can choose to toggle any vendor needed.

 

 

 

Step 2: Vendor Setup

  • Navigate to Configurations (SE) or Setup (5.9) along the top of the program.
  • Select Vendor Setup.

 

 

 Step 3:  Vendor Setup Continued

  • Select Add at the bottom of the window.

 

 

 

Step 4 :  Vendor Setup Continued

  • Input a Code (There is no specific code that needs to be used. It is whatever naming convention you choose).
  • Select the Vendor Type.
  • Enter the name of the vendor.
  • Select the Setup Link at the bottom of the window.

 

 

Step 4:  Vendor Setup Continued

  • Select the Vendor from the Link Type Selection window and click OK when finished.

 

Step 4:  Vendor Setup Continued

  • Enter in the username and password for the vendor (this would be supplied by the vendor not Tech Support).
  • You should now be able to open an order and use your new vendor button to connect to the catalog. 

By C. Davis

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