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.

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.

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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