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Finding vendors

Search and filter the vendor register to find and open a vendor record.

2 min readUpdated Oct 19, 2026

Find a vendor in the register by searching its name or filtering the list.

Steps

  1. Go to Vendors.
  2. Enter a vendor name in Search vendors to narrow the list.
  3. Select Mine to show vendors for which you are responsible, or select All to show all vendors.
  4. Select Active, Inactive, or All to filter by vendor status.
  5. Select the vendor name in the list.

Result

The vendor record opens. To understand the information shown there, see Vendor details.

Video walkthrough

The video plays from YouTube once you press play.

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