What is the process for adding an established vendor as a new installer?
To add a new installer who is already listed as a vendor, you'll need to clear the Accounts Payable Defaults via Installer Maintenance Setup. Once that's completed, you'll need to set up the new installer with an ID that matches their Accounts Payable Vendor ID. Here are the steps to reset the defaults:
- Log into the system and choose Installation System (this may look different depending on your menu and permissions)
- Select Installer Maintenance
- Choose the Setup tab
- Select Accounts Payable Defaults
- In the Vendor Type Dropdown, choose **Please Select**
- Then be sure to save your changes
From there, you can follow these instructions to add a new Installer. Again, please ensure their installer ID is identical across the system. If you have any questions, please reach out to Support using the Web Form .