Operations AR - Vendor Internal Files

1. Navigate to "AR/AP" section

   To add, view, and delete internal files on vendors, navigate to "AR/AP" section in the operations portal.

   

2. Click "Vendors"

   Click "Vendors". In order to access and update “Vendors” and "Vendor Internal Files" you will need to be set up either as an “administrator” or a “superuser”, or have the roles of: “vendorView”, “vendorEdit”, "vendorInternalFileView", and "vendorInternalFileEdit".

   

3. Enter a keyword to search

   Search for the vendor you would like to view by typing a keyword in the "Search..." field.

   

4. Click on the more details icon of the vendor

   Go to the vendor detail screen by clicking on its more details icon.

   

5. Click "Attach file" icon

   To add internal files to vendors, click the "Attach file" icon and you will be prompted to upload a file from your computer.

   

6. The file will now be uploaded in the "Internal Files" tab

   Once you have uploaded a file, it will be seen on the "Internal File" screen.

   

7. "Delete" Icon

   If you would like to delete a file, click the "Delete" icon.

   

8. "Preview" Icon

   If you would like to preview a file, click the "Preview" icon.

   

9. "Download" Icon

   And if you would like to download a file, click the "Download" icon.