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.