1. Help Center
  2. Processing Invoices

How to use the Vendor Pop Out Window

The vendor pop out window is located on the invoice record editing page. It is a tool to quickly view, search, and update vendor information without leaving the invoice record editing page.

View

The vendor pop out window is located on the invoice record editing page on the left hand side of the vendor name in the invoice header section. Select the eyeglass icon to search for vendors.

vendor_popout_window_location

Search

To search for a relevant vendor a user can either type the vendor name or specific vendor code into the search bar. Note, if a vendor has multiple vendor codes, all the associate vendor codes will populate when a user searches using the vendor name.

vendor_name_search

vendor_code_search

Simply select the 'X' to clear the search bar or click 'cancel' to exit out of the vendor pop out window entirely.

Update Vendor Code

To quickly update the vendor code on an invoice record select the relevant vendor you would like to have as the replacement. 

Click 'Save Selection'

 

vendor_popout

 

Note, you can update the needed vendor code as many times as needed. Updates will be saved automatically to ensure your work is never lost.