Vendor Settings
Platform: | WebMobile |
---|---|
Plan Type: | BasicEssentialPremiumEnterprise |
User Type: | RequesterFull UserAdministrator |
This article explains how to set vendor preferences and how to customize vendors.
To access vendor preferences:
- From the sidebar, open the Settings menu and in ORGANIZATION SETTINGS, select Features.
- On the Features tab, navigate to the Vendors section.
- Select Set Preferences. The Vendors settings page opens.
Customize Vendor Fields​
You can add custom fields to the vendor form. For example, you might add a field for the vendor's address, or a link to their website. You can make custom fields mandatory, so users have to fill them out when they create a new vendor.
Use the Customize Vendor Fields page in the vendor settings to create and manage custom vendor fields.

Create a New Custom Field​
-
On the Vendors settings page, navigate to Preferences, and select Custom Vendor Fields.
-
On the Customize Vendor Fields page, do one of the following:
- If your organization doesn't have any custom fields yet, select Add Your First Custom Field.
- If your organization has one or more custom fields already, select Add Another Custom Field.
-
Add a name for the field.
-
Select the type of field. The field can be any of the following:
Field Type Description Single Line Text A one line text field. It can be up to 4096 characters long (about 500-700 words). Multi Line Text A text box field. It can be up to 4096 characters long (about 500-700 words). Number For numerical values. Single Select Create a list of values for users to choose from. Date A date field. Date & Time A date and time field. Link A hyperlink or phone number to select.
Requires that users enter a complete link, such aswww.myurl.com
, or a complete phone number prefixed withtel:
, for exampletel:123-456-7890
. -
Select Create.
Make a Custom Field Mandatory​
Available for Enterprise plans only. For more information, contact your MaintainX Account Manager.
Select the Make this field required option to make the custom field mandatory when a user creates a new vendor.