Home » Categories » 01. Shop ManagementSE v 6.x and 7.x

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

0 (0)
Article Rating (No Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments Comments
Related Articles RSS Feed
Firstcall Online (FCO) No internet Connection - Catalog Communication Error
Viewed 2882 times since Tue, Sep 1, 2015
Fix Inaccurate Avg Part Cost
Viewed 3043 times since Thu, Mar 12, 2009
Florida State Reqs: Estimates & Invoices
Viewed 3890 times since Tue, May 22, 2012
QuickBooks Integrator 2.0 Frequently Asked Questions- QBI 2.0 FAQs
Viewed 3333 times since Wed, May 13, 2015
How To Search Purchase Orders
Viewed 3206 times since Wed, Jun 6, 2012
Setup for Gmail or Yahoo Email Accounts For Use With SE Shop Mgmt.
Viewed 9781 times since Tue, Aug 5, 2014
Spell Check In SE
Viewed 2706 times since Tue, Aug 14, 2012
Manager SE 6.x Export Data (MM) Updated to replace Excel
Viewed 17421 times since Wed, Jun 13, 2012
Handling Changes to MI Part Core Tax on Manager SE Estimate/R.O./Invoice
Viewed 1475 times since Tue, Mar 28, 2017
Manager SE "You do not have an active license" Message
Viewed 3958 times since Wed, Sep 9, 2015