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Setting up a Preferred Vendor

Setting up a Preferred Vendor

Setting up a Preferred Vendor

Setting up a Preferred Vendor

To set up a vendor as a service provider for a specific association (i.e., preferred vendor list):

  1. Select Setup > Association Setup. If you are using universal navigation, click Associations > View All.

  2. Select an association.

  3. Select the Directory tab at the bottom of the screen.

    Setting up a Preferred Vendor

  4. Select Service Provides in the View field, then click New.

    Setting up a Preferred Vendor_1

  5. Fill in fields at the bottom of the screen, then click Save.

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