Overview
Adding vendors in Limble is important to reference and compare rates for both labor and parts. Cataloging vendors within your Limble system allows you to share tasks and order parts from vendors in your network. You can even default specific tasks and purchase requests/purchase orders to route to preferred vendors.
There is no limit on the number of vendors you can add to your Limble CMMS account, allowing you to scale as needed.
In this article, you’ll learn how to add vendors on the desktop and via the mobile app.
Permissions Required for Vendor Management
To add vendors in Limble CMMS, you need specific permissions. If you cannot access the Add Vendor feature, it is likely because your account lacks the necessary permissions. Contact a super user in your account to request the appropriate permissions to be added. If you previously had the ability to add vendors but can no longer do so, it is possible that your permissions have changed. Your super user will be able to assist with this as well.
Table of Contents
How to Add Vendors from the Manage Vendors Page
To add a vendor, go to Locations > Select Your Location > Vendors.
From there, you will see the existing vendors associated with that location. To add a new vendor, click the “Add a Vendor” button.’’
From the new pop-up, enter your desired vendor name.
Next, you’ll need to choose the vendor type you want to create. If you already have a vendor you’d like to use to create another one, you can select “Copy from an Existing Vendor.” Otherwise, make sure “A Blank Vendor” is selected. Then, click “Add.”
Make sure to add the vendor’s name and contact information. This is important so everyone on your team can easily get in touch with your vendors and ensure tasks and purchase orders can be shared appropriately.
When you’ve added all of the information, click outside of the vendor viewer to exit.
How to Add Vendors on the Mobile App
Adding new vendors is just as simple to accomplish from the mobile app! From your mobile dashboard, select “Vendor” under the search header.
From there, you will see your existing vendor list. Find and select the “+ Create Vendor” button in the bottom left-hand corner.
You will be prompted to add the vendor’s name and contact information. Once you have included all the necessary information, click the “Add” button.
A new pop-up will appear with the vendor information. If you have no other edits, click “X” to exit the vendor card.
Watch the Video Tutorial
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Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.