Learn how to:
View vendors / search vendors
To view vendors, do the following:
- Click Purchases > Vendors in Flare's main menu (1 and 2 below).
- To search for a vendor, click the filter icon (A above), or sort the table by company name alphabetically by clicking the Company column heading (B above). The vendor table may also be sorted by any other column heading.
- When using the search filter, click the Company tab to search by company name, or click the Name tab to search by the vendor contact's first name or last name (circled below).
- Enter the search term and press Enter on your keyboard or click Apply.
Email a vendor
To email a vendor, do the following:
- Click Purchases > Vendors in Flare's main menu.
- Check the checkbox beside the vendor company name (2 below) and click the email icon (3).
- Enter a "To:" email address (4 below) and hit enter on your keyboard. Click "CC" or "BCC" to CC or BCC the message (5 below). Enter a Subject line (6 below). The "From:" address is a Flare system email address that can't be edited.
- Compose the message (7 below) and click "Send" (8 below).