Add and edit vendor details
It is possible to view, edit, and add vendor information in the Wise Console.
View vendors
To view vendors in the Wise Console:
- Go to the Acquisitions tab.
- Click the Access button under Manage vendors.
- Select Central vendor table from the menu on the left side of the screen.
- The list of vendors will appear in the right panel.
- Click on a vendor to view more information.
- Use the scroll bar to the right to navigate the vendor information. Sections can be expanded or collapsed using the arrow to the left of each section header.
Vendors by library
To view vendors assigned to a library, select Vendors by library from the left side of the Manage vendors screen, then select a library to view the assigned vendors. A list of vendors assigned to the selected library will display.
Add a new vendor by library
To add a new vendor by library:
- Select the library and then click Save.
- Choose a vendor from the drop-down list, and then click Save. Clicking Cancel will exit without saving changes.
- Once you have clicked Save the selected vendor will be added to the library and will now appear in the list of vendors for that library.
Edit or delete a vendor in Vendors by library
To edit or delete a vendor in Vendors by library, select the vendor and then choose Edit or Delete from the Actions column for that vendor.
If Edit is chosen, the work form for the vendor will be displayed. Fields that are editable will be highlighted. Once edits are completed, select Save.
To delete a vendor, select the vendor and under Actions, select Delete. A message appears alerting that the vendor will be deleted. Select Delete to continue. This action removes the vendor from the library’s vendor list.
Filter vendors
Vendors can be filtered in the Central vendor table and in the Vendors by library table. To filter either table:
- Click the filter button to the right of the vendor list.
- Select the desired column data from the Columns drop-down menu and add the desired Value.
- Click + Add filter to add additional filters. Click Apply when completed.
- Click Remove all to remove all selected filters. The filtered vendor results will be displayed. The filter will indicate if any filters have been applied and display the number of filters applied to the search.
- If additional rows are available for vendor lists, this will be indicated at the bottom of the list. Select the arrows to move forward or backward in the list of vendors.
