Manage Vendors

How to search for a specific vendor

All the different ways you can search for a vendor within your organization

Using the filter bar is the quickest way to find a specific vendor within your vendor databse or within a project.

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Simply start typing the name or EIN of the vendor you are looking for and the filter will sort through all vendors in real-time to find the one you are looking for. If no results are returned, the specific vendor you are looking for is not in your system and should be added.

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Searching within a project:
Make sure to toggle on the Include Inactive button if you are looking for all vendors within a project.
Searching in the vendor database:

Here you can use the different filter functions to search more specifically.

Using the scope of work drop-down menu will allow you to find vendors based on the work they do. You'll only see scopes of work that you've tagged.

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