Home » Categories » 01. Shop Management SE

How to Enable a Catalog and Link a Vendor in Manager

How to Enable a Catalog and Link a Vendor in Manager

For a video on how to set up your Vendor settings, click here

 

 

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

3.8 (5)
Article Rating (5 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
Manager Crashes when using drop down selection on Technician
Viewed 1695 times since Thu, Feb 21, 2013
Shop Management crashes after sending email with Microsoft Outlook
Viewed 2105 times since Fri, Jun 8, 2018
Shop Management Software and Carfax
Viewed 10875 times since Wed, Mar 13, 2013
Shop Management: Back Ordered, Partially Received, and Cancelled Parts
Viewed 1768 times since Mon, Aug 13, 2018
Fix Inaccurate Avg Part Cost
Viewed 7244 times since Thu, Mar 12, 2009