Equitable Software


Vendors Grid

This grid will display all vendors in your system. These entries can be sorted by clicking the column titles, using the search function or filtering by additional options. For more information on Grid Sorting click here.


Grid Action Buttons

Add New – Selecting this action will allow you to enter in a new vendor into the system.

Edit – Select a row from the grid and click the Edit button to edit.

Excel – Selecting this action will export the currently displayed grid data to excel.

Reload Grid – Selecting this action will reload the grid.

Column Visibility – By selecting this action you can change the visible columns per the grid you are on. These selections are saved per user/browser per grid. 


Editing a Vendor

To edit a vendor select a row from the grid and click the “View” action button located above the grid. To add a new customer click the “Add” action button located above the grid. Clicking either option will bring up the Vendor Details window. See example below.


edit Vendor


You will need to begin the process by filling out all of the required input boxes and then click the “Add New Vendor” button (1). Once the required information and the contact has been completed you will need to click the “Save Vendor Details” button (2). You can add as many contacts as needed to this Vendor. Multiple emails and phone numbers can be added to a single contact entry. You can add this information while creating the New Vendor or editing an existing Vendor by clicking the green plus icon to the left of the Contact name (3). Please see example image above.